Seventy2 Capital Wealth Management

www.seventy2capital.com

Seventy2 Capital Wealth Management is committed to our clients’ most important financial goals. Once we have a deep understanding of our clients’ goals, we then implement and manage strategies to achieve them. Through this process, clients can BUILD and PRESERVE their wealth, leaving them more time to be INSPIRED. Seventy2 Capital provides a turn-key platform for client-centered financial advisors. Seventy2 Capital is an independent private client practice where wealth managers have earned some of the most advanced designations in the industry including the CFA®, CIMA®, CFP®, CRPC® and CAIA®. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. This relationship allows us to offer financial advisors and clients huge capabilities yet retain the flexibility of determining our own culture. Seventy2 Capital Wealth Management LLC is a separate entity from WFAFN. info@seventy2capital.com

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Seventy2 Capital Wealth Management is committed to our clients’ most important financial goals. Once we have a deep understanding of our clients’ goals, we then implement and manage strategies to achieve them. Through this process, clients can BUILD and PRESERVE their wealth, leaving them more time to be INSPIRED. Seventy2 Capital provides a turn-key platform for client-centered financial advisors. Seventy2 Capital is an independent private client practice where wealth managers have earned some of the most advanced designations in the industry including the CFA®, CIMA®, CFP®, CRPC® and CAIA®. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. This relationship allows us to offer financial advisors and clients huge capabilities yet retain the flexibility of determining our own culture. Seventy2 Capital Wealth Management LLC is a separate entity from WFAFN. info@seventy2capital.com

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Country

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State

Maryland

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City (Headquarters)

Bethesda

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Employees

11-50

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Founded

2016

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Social

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Potential Decision Makers

  • Vice President , Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President , Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Human Resources and Operations Director

    Email ****** @****.com
    Phone (***) ****-****

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