Seventy2 Capital Wealth Management Surpasses $10 Billion in Assets Under Management
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
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Committed to developing and consistently executing a plan to help grow and maximize your wealth.
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PRESERVE |
Years of experience give us the insight to help you successfully navigate life events & market cycles./strong>
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INSPIRE |
Working with you to create a meaningful and lasting legacy.
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Our solutions begin with your vision, values, and goals. We provide professional planning resources to the following:
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (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.
2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Top Wealth Management Teams 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. Fee paid for use of logo.
The 2023 Washington Business Journal Best Places to Work Award are based off perks, leadership, office space, culture and more for the prior year. Self-completed survey was used for award.
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