Our mission is to help our clients make smart investment and financial decisions through personalized advice. Our passion for your financial well-being is the cornerstone of our business philosophy. As financial advisors, we develop and manage highly customized investment plans and investment portfolios for individuals, businesses, and multi-generational families.
Maggie tailors wealth plans to each client’s unique needs to help them achieve their short and long-term financial goals. She enjoys looking at the whole picture in terms of a client’s financial situation and making sure all of the puzzle pieces fit together. Maggie’s goal at Seventy2 Capital is to help as many people as she can to build financial literacy, grow their wealth, and make informed decisions.
Scott combines his broad experience from two separate financial service industries in his approach to investing. Congenial as he is credentialed, Scott has dedicated his forty-year career to delivering consistent, top-level service through major shifts and changes in the markets. He draws on tools such as his designation as a PIM Portfolio Manager and his multi-disciplinary background, including work as a CPA (though he is no longer practicing), when developing tax-efficient strategies and solving complex planning issues for his clients. He also utilizes extensive technical research to bring a truly proactive approach for his clients at Seventy2 Capital.
Our highly personalized strategies are designed to meet your needs at any stage in life. Whether you are an early-career professional, enjoying your retirement years, or anywhere in between, we create a roadmap to help you achieve your short-term and long-term goals.
