Seventy2 Capital Wealth Management and Financial Advisors

Personalized strategies

Build Your Wealth

We collaborate with you to develop a deep understanding of your financial priorities, crafting tailored plans to help you achieve your wealth-building goals.

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Professional guidance

Preserve Your Legacy

With years of experience, our team provides insights to help you successfully preserve your wealth, ensuring your legacy endures for future generations.

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meaningful planning

Inspire Your Future

We work with you to integrate your vision, values, and goals into a comprehensive plan, inspiring confidence in your financial future.

Seventy2 Capital Recognized By

Barron’s Top 250 Private Wealth Management Teams (2025):
Awarded May 2025; Data Compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2025 Forbes Top Wealth Management Teams – High Net Worth Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). Fee paid for use of marketing materials. The Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

Our Approach

Our mission is to bridge ambition and independence — supporting clients to achieve their most important goals by giving advisors the autonomy to serve with integrity, clarity, and purpose. We accomplish this by:

Understanding What’s Important to You. We begin our relationship by asking critical questions: What vision do you have for your life? What values are most important to you? What goals do you want to achieve? What risks are you willing to take? What support systems do you have to navigate changes in your life? As financial professionals, we serve you with integrity, confidentiality, and objectivity. Once we have an in-depth understanding of your financial objectives, we work on making your goals a reality.
Offering Dedicated Expertise. Seventy2 Capital offers a variety of specialists, including Financial Advisors, Investment Planners, Asset Managers, Insurance Specialists, and Client Service (Wealth) Associates, as well as access to a network of trusted professionals, including CPAs, Estate Attorneys, and lending products and services through Wells Fargo affiliates. Our team combines over 775 years of experience from some of the largest Wall Street firms.
Designing Thoughtful Solutions. Our holistic approach integrates planning, asset management, service, and industry-leading experience to design solutions that advance your vision, values, and goals. We provide resources for retirement, education, executive, corporate, and estate planning services. Once your plans are developed, our Asset Management team will execute your strategy.

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