BUILD
Committed to developing and consistently executing a plan to help grow and maximize your wealth.
For Client
PRESERVE
Years of experience give us the insight to help you successfully navigate life events & market cycles.
News & Events
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:
Understanding What’s Important to You
We begin every relationship by asking the critical questions:
- What vision do you have for your life?
- What values do you hold dear?
- What goals do you want to achieve?
- What risks are you willing to take?
- What support systems do you have to navigate the 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 get to work on making your goals a reality.
Offering Dedicated Expertise
Our Team: Our team combines over 200 years of experience at some of the largest Wall Street firms and has earned the some of the most well known designations in the industry. We pursue a holistic approach by integrating planning, asset management and service with:
- Financial Advisors
- Investment Planners
- Asset Managers
- Insurance Specialists
- Client Service (Wealth) Associates
- Access to a network of trusted professionals, including CPAs, Estate Attorneys and lending products and services through Wells Fargo affiliates
Your trusted financial advisor is here to partner with you and make adjustments as your needs evolve. In addition, we stay connected with you by offering:
- Market Commentary: Insightful and current thought leadership through regular commentary.
- Webinars: Engaging and interactive conversations with industry experts on changes in the marketplace.
Designing Thoughtful Solutions
Our solutions begin with your vision, values, and goals. We provide expert planning resources in the following areas:
- Retirement
- Education
- Executive
- Corporate
- 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
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.
