Committed to developing and consistently executing a plan to help grow and maximize your wealth.For Client
Years of experience give us the insight to help you successfully navigate life events & market cycles.News & Events
Working with you to create a meaningful and lasting legacy.Responsible Investing
WHY SEVENTY2 CAPITAL?
Clients come first at Seventy2 Capital. You’ll find resources and talent dedicated to meeting your financial goals. We achieve this by:
Designing Thoughtful Solutions
Our solutions begin with your vision, values, and goals. We provide expert planning resources in the following areas:
- Estate Planning Strategies
Once your plans are developed, our Asset Management Team will execute your advisory strategy:
- Research, analysis, and due diligence of portfolio holdings
- Fiduciary services (for individuals and organizations)
- Active portfolio execution and oversight
- Performance reviews as needed
- Distribution and/or cashflow management
WHO WE SERVE
SEVENTY2 CAPITAL RECOGNIZED IN
The Barron’s Top 100 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. Fee paid for use of logo. Used with permission. ©2023 Dow Jones & Company, Inc.
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.
Fee paid for use of logo. 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, which does not receive compensation from advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for this rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.