Tom and Alex are Five Star Wealth Professionals. We are experienced financial advisers helping our clients live their dreams!

TOM LUING, CFP®

2015 - 2025 FiveStar Professional Wealth Manager Winner

ALEX PENGELLY , CFP®

2021 - 2025 FiveStar Professional Wealth Manager Winner

Welcome.   

You'll find a wealth of relevant financial planning information here to keep you up to date on your personal financial situation and what's going on in the financial world.

 

What's the first thing that comes to mind when someone mentions your personal financial situation?

Answering that question may lead you to a few of your own:

  • Do you need help organizing your financial situation?
  • Do you want to understand the basic concepts of financial management?
  • Are you looking for a professional, experienced financial management adviser you can trust?
  • Do you want to learn more about us, our background and experience, and Capital Management  Associates, Inc.?
  • Would you like to focus on your career, your personal goals and pursue your dreams with confidence that your personal financial situation is entrusted to the best possible financial professional?
  • Are you looking for fast, easy access to market performance data?
  • Do you want to know how market performance affects you?

Work with us, and you can be sure you have the right answers to your questions.  Plus, you'll have easy access to your financial records and performance, along with updates in the financial industry and how they could affect your financial situation.  

Our website is designed to help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. Check out the various options and you'll gain a better understanding of the financial concepts behind insurance, risk management, college planning, retirement planning, estate planning, tax management, and wealth management.  Most important, we hope you see the value of working with us to pursue your personal financial goals. 

Take advantage of the resources we're offering, and visit our financial website often. You're just one click away from the most current market quotes, and a library of financial information.

Add our website to your list of "favorites" in your Internet browser. We frequently update the information to help you to stay current on all the financial news and developments.

Please click on the link for information regarding selection process for the designation. Tom Luing and Alex Pengelly do not receive any compensation for this designation nor do they pay for this designation. 

https://www.fivestarprofessional.com/awardwinner/20228

*Check the background of this Investment Professional and the Firm on FINRA's BrokerCheck