BUILD.
Committed to developing and executing a plan to help grow and maximize your wealth.
PRESERVE.
Years of experience gives us the insight to help you successfully navigate life events and market cycles.
INSPIRE.
Partnering with you to create a meaningful and lasting legacy.
Mission
We serve successful individuals, families, business owners, and executives by helping define their most important financial goals, crafting a plan in pursuit of those and then consistently executing to help make our clients' aspirations a reality.
Experience

Seventy2 Capital's principals draw on nearly 90 years of combined experience at some of the largest Wall Street firms, along with backgrounds as asset managers, securities traders, and regulators. With this experience comes a deep understanding of global financial markets and macroeconomic policy that is specific to the industry. Our commitment to maintaining the highest standards of care and professionalism in serving our clients has earned us some of the highest designations in the industry including the CFP®, CIMA®, CRPC® and CRPS®.

Investment Solutions
Our suite of services and products allows us to customize a strategy that meets your needs and wishes regardless of your stage of life or the complexity of your individual circumstances - with confidentiality, integrity and objectivity.
Seventy2 Capital takes pride in the expertise and credentials of our team. We believe a diversity of experience across Advisory, Client Service, Research, Operations and Compliance contributes to the private client experience.
Upcoming Events
Check back soon!
Past Events
September 12, 2018
6:00 - 8:00pm
Manage Your Health to Enjoy Your Wealth
  • Join us to experience food as medicine and learn how to live YOUNGER LONGER!
  • Passionate food advocate and wellness coach, Kristen Coffield, regularly appears on Good Morning Washington, ABC7/News Channel 8, and in various publications where she isnspires others to take charge of their health.
March 8, 2018
College Planning Seminar
  • Get the inside scoop from former admissions officers
  • Have a high-schooler preparing to apply to college or just want to know what you should be doing now?
February 1, 2018
Will You Benefit From Tax Reform?
  • Featured Speakers: Paul Carlson, Co-Founder and Partner of Seventy2 Capital, and Andy Powell, Managing Partner of Halt, Buzas & Powell, LTD.
September 27, 2017 and October 5, 2017
Halt, Buzas, & Powell Fall Nonprofit Symposiums
  • Paul Carlson, Co-Founder and Partner of Seventy2 Capital, was a featured speaker on "Your role as a Nonprofit Fiduciary"
  • Over 80 Nonprofit executives attended
7200 Wisconsin Avenue
Suite 204
Bethesda, MD 20814



FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals