Docsa Capital Management, Inc. is an independent, fee-only financial advisory firm, offering personal, confidential financial planning and portfolio management services to individuals and small businesses since 1987.
Because we are 100% independent and fee-only, you can be assured that we can provide objective and candid reviews of your current situation.
We take a proactive, integrative and individualized approach to planning and implementation. Our primary objective is to assist our clients in their efforts to attain their major life goals and aspirations. We do this by working collarboratively with our clients to create and maintain wealth, while reducing financial risk and balancing between financial decisions, life choices and personal values.