Signal Through the Noise: A Mid-Year Check-In on Policy, Profits, and the Path Forward
Five months into 2026, the headlines have been dominated by a Middle East conflict that has lasted longer than markets expected and an oil shock...
May 19, 2026
Latest Happenings at Seventy2 Capital
The Appling & Landerholm Private Wealth Group join Seventy2 Capital, opening new office in Southlake, TX
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington, DC –Baltimore region, announced today that it has expanded its presence...
May 15, 2026
Seventy2 Capital Ranks 14th on Barron’s 2026 Top 250 Private Wealth Management Teams
Seventy2 Capital Wealth Management, a client-centered and growth-oriented independent wealth management practice, announced today that they have been ranked as the number 14 team in...
May 15, 2026
Christopher Kelly and Bret Schertz join Seventy2 Capital as Executive Vice President and Senior Vice President
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC–Baltimore region, announced today that Chris Kelly and Bret Schertz have...
May 14, 2026
Seventy2 Capital announces 15 team members listed on Forbes 2026 Best-in-State Wealth Advisors
Seventy2 Capital Wealth Management, a client-centered, independent wealth management practice headquartered in the Washington DC – Baltimore region, is excited to announce that 15 team...
Apr 20, 2026
Ryan Russo and Ginny Koontz-DeLauder join Seventy2 Capital, opening two new offices
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...
Apr 09, 2026
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
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
Awards & Recognitions:
2025 Five Star Professionals Five Star Wealth Manager: Awarded 1/1/25; Data compiled by Five Star Professionals based on the time period from 10/10/24 – 10/31/24 (Source: Five Star Professionals). View Award Disclosures
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). View Award Disclosures
2025 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com) View Award Disclosures
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View Award Disclosures
2025 Five Star Professionals Five Star Wealth Manager: Awarded 1/1/25; Data compiled by Five Star Professionals based on the time period from 10/10/24 – 10/31/24 (Source: Five Star Professionals). View Award Disclosures
2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). View Award Disclosures
2025 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron’s based on the time period from Jan. 2024 – Dec. 2024 (Source: Barrons.com) View Award Disclosures
2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). View Award Disclosures