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For us, the ultimate accolade is a loyal client—a client who not only puts his or her trust in us, but also refers family and friends.

At Capital Planning Wealth Management, we’re proud to serve satisfied clients and their referrals. Their belief in us has helped us grow, to the point where we recently moved into our distinctive new offices in Center Valley, PA to accommodate our expanded staff. It’s where we continue our commitment to:  

  • Work diligently to discover your needs and help you plan for your future
  • Simplify the complex, so you have a clear understanding of what we’re recommending—and why
  • Ensure your needs always come first
  • Aim to help build and protect your wealth
  • Provide you with objective, independent advice (of course, no strategy can ensure success or protect against loss)

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
Call: 610-871-3500
Email: ContactUs@capital-planing.com

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