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Welcome To Capitum Wealth Management

Powered by LPL Financial, and founded by John Thornton and Jake McLean.

Your legacy is everything. We are financial advisors who will do everything to help you pursue it. That ethos is reflected by our name. Capitum means “of the heads” in Latin, and it guides every interaction we have with our clients. A discussion with us is a meeting of our heads, where we listen to the goals that are most important to you, and devise plans to progress toward them. Our expertise is in the areas of estate, investment, and philanthropic planning, but we know that no two families are identical.

Your financial situation is unique. Your financial advice should be, too.

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Our Values

At Capitum Wealth Management, we have an unwavering commitment to solutions. Our values are not a list of ideals that we want to tell clients, but rather a set of behaviors that we are determined to model for our clients. We will have effectively demonstrated our values when our clients feel that we understand their stories, work tirelessly and creatively for them, and encourage them to increase their expectations. We implore our clients to hold us accountable to this standard.

Our Process

Good advice is relevant, concise, and actionable, and we can only know what is relevant to you by first listening. We want to know your dreams, and we craft curated strategies to pursue those dreams through our process of discovery, implementation, and maintenance.