About Capital Consulting & Asset Management
CCAM's Colorado office is led by Carly Nixon, CFP®, who serves individuals, families, business owners, and retirees throughout Summit County and across Colorado. As an independent, fee-based fiduciary, Carly provides personalized financial planning and investment management tailored to each client's unique goals and circumstances.
Our services include comprehensive retirement planning, investment management, tax-efficient investment strategies, estate and legacy planning, education planning, insurance and risk management reviews, business retirement plans, cash flow and income planning, and ongoing financial guidance through every stage of life. We believe financial advice should go beyond investments, helping clients make informed decisions with confidence while building long-term relationships rooted in trust, education, and personalized service.
As part of Capital Consulting & Asset Management, an SEC-registered independent advisory firm founded in 1996, our Colorado office combines the resources of an established national firm with the accessibility and personalized attention of a local advisor.
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About Capital Consulting & Asset Management
CCAM's Colorado office is led by Carly Nixon, CFP®, who serves individuals, families, business owners, and retirees throughout Summit County and across Colorado. As an independent, fee-based fiduciary, Carly provides personalized financial planning and investment management tailored to each client's unique goals and circumstances.
Our services include comprehensive retirement planning, investment management, tax-efficient investment strategies, estate and legacy planning, education planning, insurance and risk management reviews, business retirement plans, cash flow and income planning, and ongoing financial guidance through every stage of life. We believe financial advice should go beyond investments, helping clients make informed decisions with confidence while building long-term relationships rooted in trust, education, and personalized service.
As part of Capital Consulting & Asset Management, an SEC-registered independent advisory firm founded in 1996, our Colorado office combines the resources of an established national firm with the accessibility and personalized attention of a local advisor.
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Frisco, CO
