Search
Search

At Capital Planning Wealth Management, we’re not just an ordinary group of financial advisors.

Rather, we’re a team of specialists who go far beyond providing investment advice. Instead of simply seeking to maximize performance, we also strive to do everything in our power to enhance your quality of life in terms of both financial AND personal well-being.

You matter. Improving your life through wealth management and individualized attention is what we’re all about. And that’s not just happy talk. It’s what’s made us the trusted name in wealth management in the Lehigh Valley—a firm that truly cares about its clients.

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CT, DE, FL, GA, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV

 


 Quick Contact

4505 Saucon Creek Road, Suite 100
Center Valley, PA 18034
610-871-3500
 

 Join Us


Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

© 2019 Capital Planning Wealth Management Terms Of Use Privacy Statement
Back To Top