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Howard Capital Management  

2942 N 24th Street Suite 114 - Phoenix, AZ 85016
A plan of action is vital to ensuring wealth is preserved and maximized for current and future generations. We build this integrated wealth management plan by providing you with sound, objective financial advice and guidance; proactive investment management; comprehensive financial analysis, insurance assessment; visionary trust estate and philanthropy planning. Managing a complex financial world of diverse advisors, funding and managing your philanthropies takes a well tailored bespoke plan.

Melvin J. Howard - 602-492-6928  

My Expertise
Our mission is to help individuals and business owners develop financial objectives, and achieve those objectives through various financial, investment and consulting services that are designed to meet their present and future needs. We work with only the best high net worth insurance providers to create comprehensive personal insurance programs adapted to each client’s individual needs.

Financial Planning & Investment Advice
Insurance Consultants & Advisors

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Questions & Answers
Q: What advice would you give to a customer looking to hire a company like yours?
A: You need more than traditional wealth management. You need someone who can bring professional organization to the complexity of your financial and personal worlds. We work closely with you to develop a collaborative plan to complement the services provided by other advisors. Howard Capital Management will provide a comprehensive diagnostic review and strategic plan to meet your estate needs. Initial review of current situation and existing estate and trust documents. Discussion of possible wealth accumulation, preservation and distribution strategies. Integration of estate plan with tax, investment, financial, business, and insurance planning. Resolution of immediate needs, such as guardian issues or living wills. Plan development to manage problems associated with a sizable inheritance or wealth generating event . A strategy focused on multi-generational planning.Tax-efficient strategies for the transfer of wealth. We will identify assets and how they are titled, analyzes current situation and vulnerabilities, and reviews current carriers and their ratings.

* All information in this profile, including licensing, has been provided by Howard Capital Management. This information is not verified by ProMatcher.

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