For Clients

Seventy2 Capital’s highly skilled financial advisors develop personalized strategies to meet your needs with a special focus on your stage of life and circumstances. Our investment planning experts take the time to get to know you and your financial goals and then create a roadmap to help you achieve them. This includes planning for retirement, educational expenses, charitable giving, insurance, and estate protection. Our advisors offer a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing*.

Who We Serve

Retirement Planning

People spend the first few stages of life building a nest egg to support themselves as they get older. We are experts at developing and managing strategies to turn your nest egg into an income stream in retirement.

  • Employee Retirement Plans (401(k), 403(b))
  • Individual Retirement Accounts (IRAs)
  • Income Replacement Strategies
  • Transition Planning

Education Planning

Planning for your child’s education plays a critical role in determining their future, especially as costs increase. There are many options to support families to meet these expenses. These strategies can be complicated, and the rules and regulations often change. Our financial advisors are here to guide you to the best options.

  • 529 Plans
  • Education Savings Plans
  • UTMA/UGMA

Estate Planning

Work with your financial advisor to direct your assets and maximize your impact when you are no longer with your loved ones. Our team can assist you in establishing strategies to protect your family and meet your legacy goals.

  • Trust Services***
  • Insurance**
  • Charitable Giving

Alternative Investments

If you’re looking to manage risk and potentially enhance returns, our financial advisors are experts in investment strategies that go beyond traditional stocks, bonds, and cash.

  • Exchange Funds
  • Hedge Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

Executive Stock Planning/Compensation

Whether you’re working to attract and retain executive talent or receiving executive compensation, our team has the expertise to ensure you are both compliant and able to maximize your benefits.

  • 10b5-1 Planning & Execution
  • Rule 144 Trading
  • Exchange Fund Access
  • Diversification Strategies
  • Risk Management
  • Non Qualified Executive Comp

Investment Products

The investing universe continues to evolve with new products and ways to grow your hard-earned capital. Our advisors will work with you to help find the best options for you.

  • Annuities
  • Certificates of Deposit
  • Commodities
  • Equities / Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income / Bonds
  • Managed Futures
  • Money Market Funds
  • Registered Options Principal Review
  • Unit Investment Trusts

Corporate & Non-Profit Retirement Plans

Seventy2 Capital is here to support the management and maximize the benefits for your company’s retirement plans. Our team will help to define and/or enhance your plan’s Investment Policy Statement and investment options. We will protect you as a fiduciary and support your business goals. We can also develop and support an employee education program to help your employees retire successfully.

  • 401(k) /403(b) / 457 Plan Design & Monitoring
  • Employee and Executive Benefits Analysis
  • Creative Deferred Compensation Solutions
  • Fiduciary Training & Education
  • Employee Education & Engagement
  • Investment Policy Statements

Charitable Giving

By donating to tax-exempt organizations, including trusts, community chests, and foundations, you can reduce your taxable income and enhance your legacy. If you are looking to make a difference in a tax-advantaged* way, talk to your financial advisor about charitable giving.

  • Donor Advised Funds
  • Private Foundation
  • Charitable Trust
  • Charitable Gift Annuities

Tax Services

Tax services are available through Seventy2 Capital’s sister company, 7200 Tax Partners. This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.

  • Tax preparation for individuals and businesses
  • Tax planning
  • Estate and trust tax service
  • Tax relief services

Retirement Planning

People spend the first few stages of life building a nest egg to support themselves as they get older. We are experts at developing and managing strategies to turn your nest egg into an income stream in retirement.

  • Employee Retirement Plans (401(k), 403(b))
  • Individual Retirement Accounts (IRAs)
  • Income Replacement Strategies
  • Transition Planning

Education Planning

Planning for your child’s education plays a critical role in determining their future, especially as costs increase. There are many options to support families to meet these expenses. These strategies can be complicated, and the rules and regulations often change. Our financial advisors are here to guide you to the best options.

  • 529 Plans
  • Education Savings Pans
  • UTMA/UGMA

Estate Planning

Work with your financial advisor to direct your assets and maximize your impact when you are no longer with your loved ones. Our team can assist you in establishing strategies to protect your family and meet your legacy goals.

  • Trust Services***
  • Insurance**
  • Charitable Giving

Alternative Investments

If you’re looking to manage risk and potentially enhance returns, our financial advisors are experts in investment strategies that go beyond traditional stocks, bonds, and cash.

  • Exchange Funds
  • Hedge Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

Investment Products

The investing universe continues to evolve with new products and ways to grow your hard-earned capital. Our advisors will work with you to help find the best options for you.

  • Annuities
  • Certificates of Deposit
  • Commodities
  • Equities / Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income / Bonds
  • Managed Futures
  • Money Market Funds
  • Registered Options Principal Review
  • Unit Investment Trusts

Charitable Giving

By donating to tax-exempt organizations, including trusts, community chests, and foundations, you can reduce your taxable income and enhance your legacy. If you are looking to make a difference in a tax-advantaged* way, talk to your financial advisor about charitable giving.

  • Donor Advised Funds
  • Private Foundation
  • Charitable Trust
  • Charitable Gift Annuities

Tax Services

Tax services are available through Seventy2 Capital’s sister company, 7200 Tax Partners. This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.

  • Tax preparation for individuals and businesses
  • Tax planning
  • Estate and trust tax service
  • Tax relief services

Retirement Planning

People spend the first few stages of life building a nest egg to support themselves as they get older. We are experts at developing and managing strategies to turn your nest egg into an income stream in retirement.

  • Employee Retirement Plans (401(k), 403(b))
  • Individual Retirement Accounts (IRAs)
  • Income Replacement Strategies
  • Transition Planning

Education Planning

Planning for your child’s education plays a critical role in determining their future, especially as costs increase. There are many options to support families to meet these expenses. These strategies can be complicated, and the rules and regulations often change. Our financial advisors are here to guide you to the best options.

  • 529 Plans
  • Education Savings Pans
  • UTMA/UGMA

Estate Planning

Work with your financial advisor to direct your assets and maximize your impact when you are no longer with your loved ones. Our team can assist you in establishing strategies to protect your family and meet your legacy goals.

  • Trust Services***
  • Insurance**
  • Charitable Giving

Alternative Investments

If you’re looking to manage risk and potentially enhance returns, our financial advisors are experts in investment strategies that go beyond traditional stocks, bonds, and cash.

  • Exchange Funds
  • Hedge Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

Executive Stock Planning/Compensation

Whether you’re working to attract and retain executive talent or receiving executive compensation, our team has the expertise to ensure you are both compliant and able to maximize your benefits.

  • 10b5-1 Planning & Execution
  • Rule 144 Trading
  • Exchange Fund Access
  • Diversification Strategies
  • Risk Management
  • Non Qualified Executive Comp

Investment Products

The investing universe continues to evolve with new products and ways to grow your hard-earned capital. Our advisors will work with you to help find the best options for you.

  • Annuities
  • Certificates of Deposit
  • Commodities
  • Equities / Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income / Bonds
  • Managed Futures
  • Money Market Funds
  • Registered Options Principal Review
  • Unit Investment Trusts

Charitable Giving

By donating to tax-exempt organizations, including trusts, community chests, and foundations, you can reduce your taxable income and enhance your legacy. If you are looking to make a difference in a tax-advantaged* way, talk to your financial advisor about charitable giving.

  • Donor Advised Funds
  • Private Foundation
  • Charitable Trust
  • Charitable Gift Annuities

Tax Services

Tax services are available through Seventy2 Capital’s sister company, 7200 Tax Partners. This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.

  • Tax preparation for individuals and businesses
  • Tax planning
  • Estate and trust tax service
  • Tax relief services

Retirement Planning

People spend the first few stages of life building a nest egg to support themselves as they get older. We are experts at developing and managing strategies to turn your nest egg into an income stream in retirement.

  • Employee Retirement Plans (401(k), 403(b))
  • Individual Retirement Accounts (IRAs)
  • Income Replacement Strategies
  • Transition Planning

Estate Planning

Work with your financial advisor to direct your assets and maximize your impact when you are no longer with your loved ones. Our team can assist you in establishing strategies to protect your family and meet your legacy goals.

  • Trust Services***
  • Insurance**
  • Charitable Giving

Alternative Investments

If you’re looking to manage risk and potentially enhance returns, our financial advisors are experts in investment strategies that go beyond traditional stocks, bonds, and cash.

  • Exchange Funds
  • Hedge Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

Investment Products

The investing universe continues to evolve with new products and ways to grow your hard-earned capital. Our advisors will work with you to help find the best options for you.

  • Annuities
  • Certificates of Deposit
  • Commodities
  • Equities / Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income / Bonds
  • Managed Futures
  • Money Market Funds
  • Registered Options Principal Review
  • Unit Investment Trusts

Corporate & Non-Profit Retirement Plans

Seventy2 Capital is here to support the management and maximize the benefits for your company’s retirement plans. Our team will help to define and/or enhance your plan’s Investment Policy Statement and investment options. We will protect you as a fiduciary and support your business goals. We can also develop and support an employee education program to help your employees retire successfully.

  • 401(k) /403(b) / 457 Plan Design & Monitoring
  • Employee and Executive Benefits Analysis
  • Creative Deferred Compensation Solutions
  • Fiduciary Training & Education
  • Employee Education & Engagement
  • Investment Policy Statements

Charitable Giving

By donating to tax-exempt organizations, including trusts, community chests, and foundations, you can reduce your taxable income and enhance your legacy. If you are looking to make a difference in a tax-advantaged* way, talk to your financial advisor about charitable giving.

  • Donor Advised Funds
  • Private Foundation
  • Charitable Trust
  • Charitable Gift Annuities

Tax Services

Tax services are available through Seventy2 Capital’s sister company, 7200 Tax Partners. This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.

  • Tax preparation for individuals and businesses
  • Tax planning
  • Estate and trust tax service
  • Tax relief services

Retirement Planning

People spend the first few stages of life building a nest egg to support themselves as they get older. We are experts at developing and managing strategies to turn your nest egg into an income stream in retirement.

  • Employee Retirement Plans (401(k), 403(b))
  • Individual Retirement Accounts (IRAs)
  • Income Replacement Strategies
  • Transition Planning

Education Planning

Planning for your child’s education plays a critical role in determining their future, especially as costs increase. There are many options to support families to meet these expenses. These strategies can be complicated, and the rules and regulations often change. Our financial advisors are here to guide you to the best options.

  • 529 Plans
  • Education Savings Pans
  • UTMA/UGMA

Estate Planning

Work with your financial advisor to direct your assets and maximize your impact when you are no longer with your loved ones. Our team can assist you in establishing strategies to protect your family and meet your legacy goals.

  • Trust Services***
  • Insurance**
  • Charitable Giving

Alternative Investments

If you’re looking to manage risk and potentially enhance returns, our financial advisors are experts in investment strategies that go beyond traditional stocks, bonds, and cash.

  • Exchange Funds
  • Hedge Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

Investment Products

The investing universe continues to evolve with new products and ways to grow your hard-earned capital. Our advisors will work with you to help find the best options for you.

  • Annuities
  • Certificates of Deposit
  • Commodities
  • Equities / Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income / Bonds
  • Managed Futures
  • Money Market Funds
  • Registered Options Principal Review
  • Unit Investment Trusts

Charitable Giving

By donating to tax-exempt organizations, including trusts, community chests, and foundations, you can reduce your taxable income and enhance your legacy. If you are looking to make a difference in a tax-advantaged* way, talk to your financial advisor about charitable giving.

  • Donor Advised Funds
  • Private Foundation
  • Charitable Trust
  • Charitable Gift Annuities

Tax Services

Tax services are available through Seventy2 Capital’s sister company, 7200 Tax Partners. This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.

  • Tax preparation for individuals and businesses
  • Tax planning
  • Estate and trust tax service
  • Tax relief services

Alternative Investments

If you’re looking to manage risk and potentially enhance returns, our financial advisors are experts in investment strategies that go beyond traditional stocks, bonds, and cash.

  • Exchange Funds
  • Hedge Funds
  • Managed Futures
  • Offshore Investments
  • Private Equity
  • REITs

Investment Products

The investing universe continues to evolve with new products and ways to grow your hard-earned capital. Our advisors will work with you to help find the best options for you.

  • Annuities
  • Certificates of Deposit
  • Commodities
  • Equities / Stocks
  • Exchange-Traded Funds (ETFs)
  • Exchange-Traded Products (ETPs)
  • Fixed-Income / Bonds
  • Managed Futures
  • Money Market Funds
  • Registered Options Principal Review
  • Unit Investment Trusts

Corporate & Non-Profit Retirement Plans

Seventy2 Capital is here to support the management and maximize the benefits for your company’s retirement plans. Our team will help to define and/or enhance your plan’s Investment Policy Statement and investment options. We will protect you as a fiduciary and support your business goals. We can also develop and support an employee education program to help your employees retire successfully.

  • 401(k) /403(b) / 457 Plan Design & Monitoring
  • Employee and Executive Benefits Analysis
  • Creative Deferred Compensation Solutions
  • Fiduciary Training & Education
  • Employee Education & Engagement
  • Investment Policy Statements

Charitable Giving

By donating to tax-exempt organizations, including trusts, community chests, and foundations, you can reduce your taxable income and enhance your legacy. If you are looking to make a difference in a tax-advantaged* way, talk to your financial advisor about charitable giving.

  • Donor Advised Funds
  • Private Foundation
  • Charitable Trust
  • Charitable Gift Annuities

Why Seventy2 Capital? Freedom & Ownership What are you working towards? Seventy2 Capital’s mission is to support clients achieve their financial goals, thereby helping them take ownership of their future and benefit from greater economic freedom. We do this by understanding what clients want to achieve and building a roadmap, custom to their circumstances, to help them reach those goals. Why Seventy2 Capital? Unbiased Solutions Our advisors do not have any corporate mandates or incentives to work with certain products. The only criteria they have to meet is doing what is best for their client. Why Seventy2 Capital? Sustained Growth Seventy2 Capital offers best of both worlds with the backing and support of Wells Fargo Advisors Financial Network and the personal service of an independent firm. This model led the practice to grow rapidly since their founding in 2016, enabling them to build out more in-house resources to support their advisors and clients, including a sophisticated asset management program, client communications, and educational resources. Why Seventy2 Capital? Service Mindset Seventy2 Capital takes a “can do, will do” approach, meaning we continuously ask how we can best support our clients, team members, and the communities in which we operate bythinking outside the box and building creative and innovative solutions. Why Seventy2 Capital? Collaborative Team At Seventy2 Capital, you aren’t just working with a single advisor; you are supported by a network of client service team members and wealth managers. While each of our advisors have autonomy over their clients, we operate as a team to ensure that clients are fully supported. Your advisor has access to collaborate with colleagues with specialized skillsets to ensure the solutions they offer are the best available. Why Seventy2 Capital? Industry Knowledge At Seventy2 Capital you’ll find specialists in retirement planning, executive compensation plans, investment planning, retirement plan sponsors, stock picks, individual stock securities, fixed income securities, insurance, long term care, and more.

* This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice. Any discussion of taxes represents general information and is not intended to be, nor should it be construed to be, legal or tax advice. Tax laws or regulations are subject to change at any time and can have a substantial impact on an actual client situation. Seventy2 Capital will be happy to coordinate with your tax and legal professionals.

 

** Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

 

***Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

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