Client Webinar: Medicare
Thursday, March 19 at 7:00 PM ET Hosted By: James Washington, AVP & Financial Advisor, Seventy2 Capital Wealth Management Featured Speaker: Roberta Eckert, Retirement Strategy and Solutions...
Mar 12, 2026
Author: Seventy2 Capital
Steady Through the Storm: Making Sense of AI Disruption and the Iran Conflict
Two major forces have shaken markets in 2026: a sharp selloff in software and technology companies as artificial intelligence reshapes the industry, and a military...
Mar 11, 2026
Seventy2 Capital announces seven new team members joining Red Bank, NJ office
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that seven new team members...
Mar 10, 2026
The Evolution and Opportunity of the Operations Role in Wealth Management
There was a time when a stockbroker would hand a trade ticket to their sales assistant, who would run it up to the cage for...
Mar 05, 2026
Dean Dagnoli joins Seventy2 Capital as Executive Vice President & Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that the practice has expanded...
Mar 02, 2026
Paul Cody joins Seventy2 Capital as Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that Paul Cody will be...
Feb 12, 2026
Matt Lane joins Seventy2 Capital as Senior Vice President
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they are expanding into...
Feb 05, 2026
Client Webinar: Social Security
Thursday, February 5 at 7:00 PM ET Hosted By: James Washington, AVP & Financial Advisor, Seventy2 Capital Wealth Management Featured Speaker: Roberta Eckert, Retirement Strategy and Solutions...
Jan 27, 2026
Seventy2 Capital Listed in 2026 Forbes Best-in-State Wealth Management Teams
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, announced today that they have been named...
Jan 20, 2026
The McCarthy Eljdid Private Wealth Group of Seventy2 Capital Wealth Management Listed in 2026 Forbes Best-in-State Wealth Management Teams
The McCarthy Eljdid Private Wealth Group of Seventy2 Capital Wealth Management, a team of private wealth professionals serving the various needs of high-net-worth individuals, families,...
Jan 20, 2026