14
Nov
Brandon Troiano transitioning to new role as Senior Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
News and Events
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14NovSeventy2 Capital Wealth Management named in Washington Business Journal’s 2025 Fastest Growing Companies
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
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22SepDavid Waite joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
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18SepJames Shea joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor, Senior Portfolio Manager
Seventy2 Capital Wealth Management, a client-centered, independent wealth management ...
Latest Market Commentary
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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...
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08AprMarket Commentary: Corrections, Capitulation, and a Case for Calm
The start of April brought a swift and sharp shock to global markets. A surprise roun...
Latest Webinars and Events
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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...
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14MayClient Webinar: Estate & Legacy Planning
Thursday, June 12, 2025 at 7:00 PM ET Hosted By: James Washington, Senior Financial A...
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17MarClient Webinar | The First 100 Days: Policy, Markets, & Your Portfolio
Wednesday, March 26, 2025 at 12:00 PM ET Hosted By: Michael Levitsky, Managing Direct...
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
FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals