Get Started
Capital Resource Management · Grand Forks, ND
Independent financial planning and wealth management for families across the upper Midwest.
Start with a 30-minute phone call with a CFP® professional. We’ll look at where your money sits today and what you want it to do, then tell you plainly whether we’re the right firm for it. We’re fiduciaries. That means we are legally bound to put your interests first, and we don’t answer to a bank, a brokerage, or an insurance company.
- No obligation
- 30 minutes
- No products pitched
Step 1 of 2
Book your 30-minute call
Next you’ll pick a time from our calendar. No obligation, and we don’t share your details with anyone.
Who you’ll be talking to
An independent firm, accountable to you.
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CFP® professionals
Held to the highest education and ethics standards in the industry.
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Independent and fiduciary
Not owned by a bank, a brokerage, or an insurance company.
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A long history here
Decades of serving clients and their families across the upper Midwest.
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Check us out first
Our background is public on FINRA’s BrokerCheck.
What happens next
Three steps, and nothing you have to decide today.
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You tell us a little.
The short form above. Under a minute.
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You pick a time.
You’ll land straight on our calendar and choose a slot that works.
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We talk for 30 minutes.
We’ll ask about your goals and where things stand today. You’ll leave knowing whether we’re a fit. If we’re not, we’ll say so.
What we help with
Planning and investments, handled together.
Financial planning, investment management, tax, insurance, retirement, estate, and equity compensation. One team, not three firms.
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Portfolios built around your plan
We manage money with discipline and Wall Street experience. Because we’re independent, the strategy gets designed around your circumstances.
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Tax planning happens alongside everything else
Our experience covers personal and business taxation. The tax consequences get weighed when a decision is made, not the following April.
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Already have an advisor? That comes up a lot.
We often work with people who feel under-served or overlooked where they are. Asking for a second opinion is normal, and you don’t have to decide anything on the first call.
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Stock options, company equity, ESOPs
Plenty of our clients hold complicated assets. We’ll go through the tax implications and the planning opportunities that come with them.
Ready to talk?
Build a future that reflects your hard work and highest priorities. We’ll create a custom plan to get you there.
Book your 30-minute call