Finance + Legal Services

We’re Top Ranked by Forbes

Capital River Wealth Management is extremely excited to share that Dan Schiffman, CFP®, CLU®, CLTC® has been named a Top Financial Security Professional by Forbes. He was featured in their recently published Best-In-State list for Maryland, marking the fourth consecutive year on the list after being named in 2022,2023 and 2024. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on several qualitative and quantitative...

Wellness

We Can Lift This Weight Together

Jim & Karen Baker Transform Loss into a Mission for Mental Health Article by Emily Holland | Photography by Provided The mission of Jim and Karen Baker’s organization, the Jake Baker 27 Fund, calls to mind a saying we sometimes hear: “Be kind, for everyone you meet is fighting a hard battle.” The Bakers have represented this idea with the Fund’s logo, picturing a gym weight. Their son Jake, the Fund’s namesake, was an avid and accomplished weightlifter—but his example has taught them so much...

Local Services

Frederick’s Billion-Dollar Opportunity

Rethinking Charity in Our Nonprofit Scene Article by Sierra Moore Frederick County’s nonprofits generate more than $1 billion in economic impact every year. They employ thousands, strengthen neighborhoods and support everything from health care to education to civic life. It’s a powerhouse sector—yet one that we often view through the wrong lens. Too often, we reward charities for their modesty instead of their ambition. Social entrepreneur Dan Pallotta calls this a dangerous mindset. We...

Finance + Legal Services

Leaving a Legacy

Why Every Parent Should Write a Legacy Letter — A Gift for Now and the Future Article by Dr. Shannon Storch In the midst of building businesses, contributing to our community, guiding our children and planning for retirement, there’s one investment whose return can’t be measured in dollars—but which can echo through generations: your voice. A Legacy Letter is a heartfelt, intentional message you compose for your loved ones—your children, your spouse, your family—as a record of your values...