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- Category: Events
- Client Webinar: People care about elections. Markets don’t.
- Client Webinar: Estate Planning
- Client Webinar: Economic & Market Update
- Client Webinar: 529 College Savings Plans
- Client Webinar: Economic & Market Update – Generative AI
- Client Webinar: Are we heading into a recession?
- Client Webinar: The Fragile Decade
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- Category: Market Commentary
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- Seventy2 Capital Wealth Management Surpasses $10 Billion in Assets Under Management
- Seventy2 Capital Wealth Management named to 2024 Forbes Americas Top Wealth Management Teams: High Net Worth
- Hayden Bates joins Seventy2 Capital Wealth Management as Executive Director & Financial Advisor
- Seventy2 Capital Wealth Management named in Washington Business Journal’s 2024 Fastest Growing Companies
- Barbara Paige joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor
- Two Seventy2 Capital Advisors Named to 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State List
- Six Seventy2 Capital Advisors named to AdvisorHub Advisors to Watch
- Nine Seventy2 Capital Advisors named as Five Star Professionals
- Seventy2 Capital expands into Pensacola, FL with the addition of the Stewart Markey Group
- Seventy2 Capital opens office in Mountainside, NJ with addition of Matthew Power, Executive Vice President & Financial Advisor
- Mark Stoll, CRC® joins Seventy2 Capital Wealth Management as Managing Director, Business Growth & Development
- Seventy2 Capital Wealth Management named to Barron’s 2024 Top 250 Private Wealth Management Teams
- Seventy2 Capital expands in Red Bank, NJ with the addition of Brent McTaggart, Jason McTaggart, and John Busco, Executive Vice Presidents
- George H. Hocker, CFP® joins Seventy2 Capital Wealth Management as Vice President & Financial Advisor
- Michael Boyd joins Seventy2 Capital as Executive Vice President, Expanding Practice into Abingdon, VA
- Seventy2 Capital expands into Bluffton, SC and Westport, CT
- Four Seventy2 Capital Advisors named 2024 Forbes Best-in-State Wealth Advisors
- Steven Nuetzel joins Seventy2 Capital Wealth Management as Executive Director & Financial Advisor
- Daniel J. Bavuso III joins Seventy2 Capital Wealth Management as Executive Vice President & Financial Advisor
- Seventy2 Capital Surpasses $5 Billion in Assets Under Management
- Seventy2 Capital Opens Office in Red Bank, NJ with Addition of Jim McCarthy, Alex Eljdid, Joseph Hanney, and Team
- Kyle Hublitz, Kevin Toohill, and their team join Seventy2 Capital Wealth Management
- Matthew Hanley joins Seventy2 Capital Wealth Management as Vice President
- Four Seventy2 Capital Advisors Named as AdvisorHub Advisors to Watch