SPECIAL ADVERTISING SECTION PROFILES Financial Professionals
The Capitol Bay Group
A financial advisory practice of Ameriprise Financial Services, Inc.
What services do you provide?
We provide financial planning, tax and estate planning strategies as well as
wealth management for high net worth families, executives of large organizations and owners of privately held businesses. We strive to ensure that owners’
business and personal goals are aligned by taking into consideration the
current and future value of our client’s businesses.
John Yetman was a co-founder of the non-profit organization called the
Association for Enterprise Growth (AEG), which provides business owners
access to a network of professionals that specialize in helping to grow and
create enterprise value. Within Ameriprise, our group works closely with the
Ameriprise Wealth Consulting corporate team, coordinating with our clients’
outside professionals, as appropriate. This helps ensure that the advice and
recommendations clients receive from all sources are coordinated for the
outcome to best meet each client's unique needs.
7500 Old Georgetown Road, Suite 1200
Bethesda, MD 20814 | 301-634-5550
www.ameripriseadvisors.com/team/the-capitol-bay-group/ H I L A
W A B (L to R): John Yetman, CIMA®, ;nancial advisor,
managing director; Adam Goddard, ;nancial advisor,
managing director; Jason Bourgo, CFP®, complex director;
Manish Mukhi, APMA®, ;nancial advisor, associate vice president
Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.
Investment advisory services and products are made available through Ameriprise Financial Services, Inc.,
a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC.
© 2017 Ameriprise Financial, Inc., All rights reserved
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