About CAP Northwest


Your Partner in Financial Clarity and Confidence
The CAP Northwest mission is to empower individuals and families with the knowledge and confidence to achieve their financial goals. We value transparency, education, and personalized guidance to create meaningful, lasting client relationships.
Choosing CAP Northwest means partnering with a team that prioritizes your clarity, confidence, and success. By blending advanced technology with trusted expertise, we make complex financial decisions simpler and more accessible. Our team takes the time to understand your unique goals and challenges, crafting strategies that align with your vision for the future. With CAP Northwest by your side, you’ll gain the knowledge, tools, and guidance needed to achieve your financial milestones and focus on what matters most to you.
Supporting Your Financial Future with Personalized Guidance
We know you’re busy managing your career, supporting your family, and living your life. You shouldn’t need a degree in financial planning to feel secure about your financial future—that’s why we’re here.
At CAP Northwest, we provide personalized financial guidance tailored to your unique needs. Our advisors break down complex topics into simple, actionable steps, helping you understand where you stand today and how to achieve your goals for tomorrow.
From retirement strategies to tax planning, we offer transparency and support at every stage of your financial journey. You’ll often hear us ask, “Does this make sense?” because your clarity and confidence are always our top priorities.
When you partner with CAP Northwest, you’ll leave every meeting with two things: a clear financial plan for today and the confidence to pursue your goals for tomorrow.

Our clients’ successes are at the heart of everything we do. From building secure retirements to creating lasting legacies, their stories showcase the impact of personalized financial planning and guidance.
THe Cap Northwest Story
The CAP Northwest story is one of growth, purpose, and a commitment to clarity and confidence for our clients. Learn more about how our journey began and the vision that continues to guide us:

A Passion for Financial Planning From the Start
At CAP Northwest, we believe the only thing more rewarding than gaining knowledge is sharing it with others—a belief that has shaped who we are today. It’s also what inspired our founder, Steve Larsen, to take a leap of faith in 2001.
After building a successful career in web development, Steve decided to pursue his true passion: helping others navigate the complexities of personal finance. He began his journey at Edward Jones, gaining hands-on experience in financial planning. By 2004, his vision for a more client-focused approach led him to establish CAP Northwest.
From the start, Steve embraced the challenge of growing a business while deepening his knowledge of personal finance. However, he quickly realized clients needed more than investment advice—they needed a financial roadmap, explained in a way they could truly understand.

Our Vision for the Future of CAP Northwest
We’ve seen too many friends, family members, and clients struggle to navigate industry jargon and confusing processes. That’s why we’re committed to doing things differently.
Over the years, we’ve expanded beyond investment management to offer a full suite of comprehensive financial services, including retirement planning, estate planning, education savings, tax strategies, and more. Our mission is to create a clear, straightforward environment where you can ask questions and get actionable answers for all aspects of your financial life.
Through a culture of growth, advisor education, and innovation, our team continues to set a higher standard in financial services. By integrating proven technology with trustworthy advice, we empower you to make informed financial decisions with confidence.
Curious about the people who will be supporting your financial journey?
Behind every successful financial plan is a dedicated advisor who listens, understands, and guides with expertise. Our team is here to help you navigate life’s milestones with clarity and confidence. Meet the team and learn more about the individuals who bring CAP Northwest’s mission to life.
