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We’re here for you. When you work with Capital Planning Wealth Management, you’re working with an independent advisory firm that adheres to a set of core beliefs that guide our professional relationship with you—and our personal lives. We believe:

  • Family comes first. We believe in multi-generational wealth management, and just as you value your relationships with family, so, too, do we value ours. There are several intra-family relationships within our advisory team, which shows that far-ranging advisory talents go hand in hand with close familial bonds.
     
  • A team can include individuals who shine. With Capital Planning Wealth Management, you get a coordinated team working on your behalf. But you’ll also find each of our advisors has an area of specialization—such as establishing employee retirement plans, for example, or divorce planning—enabling him or her to give you independent advice in one particular aspect of wealth management. 
     
  • Let the like-minded work together. Our advisors run the gamut in terms of age. And we have male and female advisors. So our team is varied, and we have the team to ensure you’re able to choose an advisor whose life experiences and frames of reference are closest to your own.
     
  • Serving is often faith-based. Our faith is part of us seeing the good in people—and DOING good for people. We’re dedicated to serving the community in many ways, such as having our advisors take leadership roles in civic and religious organizations and initiatives.  
     

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

 


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

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