Makkai Capital Group

509 N. Wilcox St. Ste 105, Castle Rock CO

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303-858-9020

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About

“An important part of business is competition. We embrace the fact that our clients are valuable, and they have many options when it comes to financial management. As a result, we believe we have both effective solutions and competitive pricing to offer value to clients who choose to work with us.”

– Adam Makkai, CFA, Founder/Owner

Services

As an independent financial investment firm we operate under a fiduciary standard of care. We offer services based solely on the merits of reaching client goals. We have no proprietary investment products and no mandated sales quotas. With access to a wide range of investments and insurance products from national providers, we are committed to support you on your journey to financial success, free from conflicts of interest.

Our Team and Associations

We walk with you on your journey to build, manage, and protect your wealth. This requires a great team and strategic associations. We invite you to meet our team and learn about the institutions we collaborate with, which can provide direct services to you and play a vital role in shaping our company’s efforts to develop, grow, and make a meaningful impact in the community.