Seventy2 Capital Wealth Management
www.seventy2capital.comSeventy2 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
Read moreSeventy2 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
Read moreCountry
State
Maryland
City (Headquarters)
Bethesda
Employees
11-50
Founded
2016
Social
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Vice President , Financial Advisor
Email ****** @****.comPhone (***) ****-****Senior Vice President , Financial Advisor
Email ****** @****.comPhone (***) ****-****Vice President
Email ****** @****.comPhone (***) ****-****Human Resources and Operations Director
Email ****** @****.comPhone (***) ****-****
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