Broker Check

Capital Concepts Inc. - Harrison, OH

9676 Dry Fork Road
Harrison, OH 45030

Call Us: 513-367-1793

"We free you up to do what you do best!"


You need to plan!

"Plan Your Work, Work Your Plan"

"Begin with the End in Mind"

These are familiar phrases when it comes to planning. Capital Concepts is committed to serving our clients as their Personal Wealth Coach. Today’s investor does not lack information. In fact, investors have access to more information and resources than ever. How do you put it “all together”?

  • Law Firms
  • Banks
  • Insurance Agencies

Personal Wealth Coach

  • Accounting Firms
  • Financial Advisory Firms
  • Brokerage

Our holistic approach goes well beyond a financial product or even the traditional financial plan. By building an ongoing relationship we become a wealth mentor and your personal CFO to provide guidance, coordination and oversight on an on-going basis.

Whether you are just starting out, midlife or approaching retirement, planning is vital to your success. As your Personal Wealth Coach, our process provides professional financial solutions and access to a wide diversity of opportunities to help address your financial objectives.