Cayman Capital Management, Inc.

Who we are

Cayman Capital, Inc. is an independent financial services and registered investment advisory firm specializing in investment and real estate portfolios, brokerage accounts and asset accumulation, that will provide for supplemental or future income or for a legacy designed to accelerate wealth, by being integrated within a framework customized for a result with less or no tax . We also specialize in engineering capital gains tax-elimination strategies by finding or creating basis, and using assets for maximized income and growth potential and customized to be tax efficient investments such as stock and real estate portfolios.

Cayman Capital provides strategic financial planning to maximize income, mitigate taxes, and safeguard assets. The firm offers tax-efficient wealth management solutions, including structured financial modeling, asset-protected savings plans, and portfolio management and retirement income and growth strategies from a tax managed perspective tailored to individual and business needs. Dr. Noss is a “Retirement and Tax Specialist.” Dr. Noss is also licensed by the Treasury Department as an IRS Enrolled Agent.

 We approach asset management and investment portfolios, with estate planning strategies designed for more risk protection, less volatility, more liquidity with higher rates of return and less tax. We do not charge extra to work with your CPA,Tax or Estate Lawyer.

Have you ever asked yourself do I have enough retirement savings to maintain my lifestyle in retirement without running out of money ? Have you been thinking that you spent 25 years building a business and “will selling it give me enough to stop working” ?

This is a personalized income analysis designed to help our clients understand how their current retirement assets can be structured to create a more predicable liquidity for income, more safety with less volatility, less expenses with a higher rates of return for growth with less taxes, while protecting retirement saving from loss of principal and loss from major market downturns.


Primary Services

Retirement Income Planning

Retirement Income Planning

Tax Planning & Resolution Services

Tax Planning & Resolution Services

Investment Portfolio Management

Investment Portfolio Management

Retire

Why work with us

Specialized Tax Expertise

Specialized Tax Expertise

Led by an IRS Enrolled Agent and Certified Retirement Consultant.

Unique Structured Portfolio Offerings

Specialized Structured Portfolio Offerings

Individually designed tax-efficient investment and retirement income and growth strategies.

Investment & Savings

Investment Portfolio Management

Strategies with favorable tax benefits that can also protect from market loses due to volatility or adverse events.

Comprehensive Individual & Business Tax Planning

Led by an IRS Enrolled Agent and Registered Investment Advisor Certified as a Retirement Consultant

Specializing in Tax Planning Strategies that Minimize or Eliminates Taxation for Individuals  & Business Entities.  Tailored Tax Solutions for Assets under Management for Individual and Business Qualified and Non-Qualified Retirement Plans.   

Direct Client Access & Fiduciary Responsibility

Direct Client Access & Fiduciary Responsibility

Transparent and client-focused advisory services.