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Capital Consultants Management company history timeline

1985

1985 Jim Kelley joined our firm and applied his uncommon analytical skills to expanding our investment and wealth planning capabilities.

1990

1990 Capital Planning was selected and hired by The Boeing Company to provide wealth management workshops for their executives in Seattle, Washington; Wichita, Kansas; Huntsville, Alabama; and Philadelphia, Pennsylvania.

1991

1991 Capital Planning formed a joint venture with Boeing Employees Credit Union, the largest financial cooperative in Washington State.

2004

2004 Capital Planning developed a family legacy consulting service based on industry best-practice principles.

2013

2013 The business owner "MAST" (Mergers, Acquisitions, and Strategic Transitions) educational lunches were launched.

2014

2014 Capital Planning launched Knowledge Products for Boeing executives and managers.

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Founded
1973
Company founded
Headquarters
Scottsdale, AZ
Company headquarter
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Capital Consultants Management may also be known as or be related to CAPITAL CONSULTANTS MANAGEME and Capital Consultants Management Corporation.