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Jan
Seventy2 Capital Listed in 2026 Forbes Best-in-State Wealth Management Teams
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
News and Events
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20JanThe 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 tea...
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26NovSeventy2 Capital Wealth Management named to 2025 Forbes Americas Top Wealth Management Teams: High Net Worth
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
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14NovBrandon Troiano transitioning to new role as Senior Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
Latest Market Commentary
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13Jan2026 Market Outlook: Cautious Optimism
As we turn the page on 2025 and look ahead to 2026, the investment landscape appears ...
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14NovMarket Commentary – A Soft Landing Takes Shape
Despite a noisy backdrop, 2025 turned out better than many expected. Inflation modera...
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25AugGenerative AI (part 2)– From Hype to Integration
*A follow up to our original commentary on Generative AI published in April 2024 &nbs...
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26JunOur Mid-Year Outlook | Late-Cycle, Not Last Call: Staying Invested When the Headlines Scream
It’s now mid-2025, and investors have been through a whirlwind of economic news and m...
Latest Webinars and Events
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27JanClient Webinar: Social Security
Thursday, February 5 at 7:00 PM ET Hosted By: James Washington, AVP & Fina...
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09JanClient Webinar: Economic & Market Update
Thursday, January 16 at 12:00 PM ET Hosted By: Michael Levitsky, Managing Dire...
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10SepClient Webinar: One Big Beautiful Bill Act (OBBBA)
Thursday, September 25, 2025 at 12:00 PM ET Hosted By: Paul Carlson, CEO & Co-Fou...
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10JulClient Webinar: Economic & Market Update
Thursday, July 24 at 12:00 PM ET Hosted By: Michael Levitsky, Managing Directo...
Life at Seventy2 Capital
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13JanWomen in Finance Community Give-Back
At Seventy2 Capital, giving back to the communities in which we do business is extrem...
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12JanA Letter from CEO & Co-Founder, Paul Carlson
As we head into 2026, I wanted to take a moment to celebrate all we’ve accomplished t...
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02DecSeventy2 Capital Hosts 4th Annual Conference in Washington, D.C.
To celebrate another year of growth and achievement, Seventy2 Capital team members ga...
2025 Five Star Professionals Five Star Wealth Manager: Awarded 1/1/25; Data compiled by Five Star Professionals based on the time period from /10/24 – 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
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