Capital Growth Inc.
Matthew Belardes, CFA, CFP®, Esq. is an experienced professional in estate planning and wealth management. As the founder and Estate Planning Attorney at Praesidio Estate Planning since July 2019, Matthew aims to address the concerns of clients who have been overcharged and underserved by legal professionals. In addition to this role, Matthew has been a Wealth Management Specialist and Portfolio Associate at Capital Growth Inc. since June 2017, where responsibilities include financial planning and investment decisions for significant portfolios. Prior experience includes positions at Wells Fargo Advisors, Credit Suisse, Morgan Stanley, and John Hancock Financial Services, covering financial advisory, portfolio analysis, and client relationship management. Matthew holds a Juris Doctor (J.D.) from the University of San Diego School of Law and dual Bachelor's degrees in Business Administration and Political Science from the University of California, Riverside.
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Capital Growth Inc.
Capital Growth, Inc. was established in 1983 and is a comprehensive financial planning and investment management firm. We offer more than 100 years of cumulative financial experience to help our clients overcome obstacles and achieve their financial goals. The team at Capital Growth, Inc. is dedicated to the financial success of our clients and helping their visions for their family, business, retirement, and legacy become reality. Capital Growth, Inc. is a place where clients come first, and the goal is to always improve the lives of those we touch. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CGI and IFG are unaffiliated entities. Licensed to sell securities in the following states: AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH,OR, PA, SC, TN, TX, UT, VA & WA The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.