Key Services

We strive to deliver effective solutions that are goals-based and aligned with your personal values.

The Fjell Capital team offers comprehensive wealth management – that means we look at your financial situation holistically, including both sides of your balance sheet. We also consider family dynamics as well as any business interests. Every plan we develop, every recommendation we make is customized to your particular circumstances.

Highlighted services include:

Individuals & Families

Retirement Planning
Investment Management
Education Planning
Estate and Legacy Planning
Tax Planning
Philanthropic plan development

Business Owners

Succession strategies
Exit planning
Risk management
Tax management analysis

Special Note for Business Owners:

One of the added value areas we offer our business owners is help with planning and preparing for the exit of your business, whether through a sale or succession. Our founder Tom Stadum is a Certified Exit Planning Advisor (CEPA), having earned this specialized designation through an intensive program that trains and certifies qualified professional advisors in the field of exit planning.