ABOUT Capex Wealth Management
Experienced professionals who follow what’s happening in the larger, global picture of economics in order to help you gain, protect and sustain your wealth.
CUSTOMIZED SOLUTIONS
HIGH-STANDARD SERVICE
INTEGRITY
WE WILL HELP YOU PROSPER
Capex Wealth Management is a firm that brings over 45 collective years of experience to the field of money management. We’re based in Bergen County, NJ managing wealth and advising clients from all over Northern New Jersey.
We are dedicated financial “macro-managers” because creating and sustaining wealth doesn’t often happen in a “micro-economic” environment. Our approach is holistic, expansive, freeing and liberating. Here are just some of the big picture principles we use to make sure you have the best experience partnering with us as your wealth management advisors:
- Building wealth without setting limits
- The “Flow of Money” concept (Also known as Velocity of Money)
- Cost recovery strategies
- Maximizing access to your money
- Tax recapture strategies
- Maximizing protection and risk management
- Conserving while enjoying assets
- Having the flexibility to make changes
- Use of an Economic Model to measure, verify and implement strategic financial decisions
FIND US ON
WE WILL HELP YOU PROSPER
Capex Wealth Management is a firm with over 20 years of experience in the field of money management. We’re based in Bergen County, NJ managing wealth and advising clients from all over Northern New Jersey.
We are dedicated financial “macro-managers” because creating and sustaining wealth doesn’t often happen in a “micro-economic” environment. Our approach is holistic, expansive, freeing and liberating. Here are just some of the big picture principles we use to make sure you have the best experience partnering with us as your wealth management advisors:
- Building wealth without setting limits
- The “Flow of Money” concept (Also known as Velocity of Money)
- Cost recovery strategies
- Maximizing access to your money
- Tax recapture strategies
- Maximizing protection and risk management
- Conserving while enjoying assets
- Having the flexibility to make changes
- Use of an Economic Model to measure, verify and implement strategic financial decisions
OUR FIRM
If you’re looking for a wealth management firm with financial expertise with over 45 years of collective experience, consider Capex Wealth Management. We are professionals who follow what’s happening in the larger, global picture of economics in order to help you gain, protect and sustain your wealth. The goal of our firm is to act as Macro-managers in order to coordinate all of your advisors, carriers, other providers and the products they use to work together in your best interest.
OUR TEAM
Theresa Yarosh, (AKA “The Retirement Sherpa”) is the founder and principal of Capex Wealth Management.. She along with her team of experts is devoted to continual learning and teaching of macro economics. She successfully uses her passion for “the bigger picture of money” to guide her clients towards making wise investment choices based on full knowledge of the ever changing laws, government programs such as Social Security and Medicare, and other dynamic world economic conditions.
OUR MISSION
Our mission is to ensure that our clients make the best informed decisions regarding their money, investments and insurance for their future and beyond. We take into consideration the individual and world’s economics to help clients become educated about their finances, feel empowered and develop strength around money; both on an emotional level and a fiscal level. We take into consideration the WHOLE person, and the WHOLE picture so our clients can live well throughout their entire lives.
Do I Need A Financial Advisor or Wealth Manager?
If you are concerned about your net worth, you definitely should consider hiring a wealth management advisor. The term financial advisor is a broad term that includes CPA’s for example, whereas a wealth management advisor specifically manages portfolios which generally include investments, savings and insurance. However, people who want to start investing any amount of money can benefit from speaking to and learning from a trustworthy wealth manager.
How Do I Choose A Wealth Manager?
The qualities in a great wealth management advisor generally include:
- Analytical skills
- Discretion and trustworthiness
- A passion for continual learning about the financial markets
- A great “bedside manner” with regards to customer service
- Excellent verbal and written communication skills
