Seventy2 Capital News:

Seventy2 Capital named Best Place to Work by WBJ. Read More

BUILD.
Committed to developing and executing a plan to help grow and maximize your wealth.
Our Team
PRESERVE.
Years of experience gives us the insight to help you successfully navigate life events and market cycles.
About Us
INSPIRE.
Partnering with you to create a meaningful and lasting legacy.
News & Events

Build

Preserve

Inspire

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 capabilities and credentials of our team. We believe a diversity of backgrounds across Advisory, Client Service, Research, Operations and Compliance contributes to the private client experience.
Upcoming Events
May 21, 2019 / 6:00pm – 8:00pm
Planning for Long-Term Care & Avoiding Social Security Mistakes

Join us for an informative discussion on Long-Term Care and Social Security. We'll discuss ways to protect your retirement from long-term care expenses and maximize your social security benefits.

Where: Seventy2 Capital Offices

For more information or to RSVP, contact us at info@seventy2capital.com

Past Events
February 7, 2019
Impact / ESG Investing Event

An expert panel of investors and portfolio managers from PIMCO, Calvert Impact Capital, Alliance Bernstein and Seventy2 Capital shared their thoughts on what’s driving the growth of this market, approaches to impact and ESG investing and lingering perceptions of risk and return.

October 25, 2018
Seventy2 Capital Anniversary Event @Pinstripes
  • Who: More than 185 clients and guests played bocce and bowled the night away.
  • Where: Pinstripes Bowling at Pike & Rose North Bethesda.
  • Why? To celebrate our second anniversary and say "thanks" to our clients and partners.

Thank you to all who joined us for a fun, family-friendly evening at the newest Pinstripes location. We were happy to see so many of you and had no idea so many of our clients possess such superior bowling and bocce skills. If you missed it, we hope to see you next year.

September 12, 2018
Manage Your Health to Enjoy Your Wealth
  • 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
  • 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




41640 Court House Drive
Suite 200
Leonardtown, MD 20650


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