Steven C. Nuetzel, CFP®, PIM Portfolio Manager
Executive Director & Financial Advisor
As an Executive Director and Financial Advisor at Seventy2 Capital, Steven provides high net-worth individuals and families, professionals, and business owners with comprehensive wealth management solutions, including tax-efficient investment strategies and management for wealth accumulation, retirement income planning, wealth planning, and risk management. He strives to provide holistic wealth management and risk management solutions tailored to his clients’ values and lifestyle goals, while implementing appropriate investment strategies to achieve those goals. His wealth management approach is centered around developing a comprehensive investment plan, preparing for major life changes (such as retirement, education, family related events or business owner transitions), evaluating strategies with appropriate long-term care or other wealth protection strategies, and strategic solutions and planning for complex financial situations.
Steven joined Seventy2 Capital with nearly thirty years of experience in the wealth management industry. He began his career at Legg Mason, where he served 11 years as a Wealth Management Specialist and Financial Advisor. He then worked as a Second Vice President, Wealth Management at Morgan Stanley Smith Barney before joining Wells Fargo Advisors as Managing Director, Investments. He was in this position for 15 years before moving to independence. Additionally, Steven is a CERTIFIED FINANCIAL PLANNER® certificant and PIM Portfolio Manager, and has been recognized as a Forbes Best-in-State Wealth Advisor in 2022 and 2023.
Steven earned his bachelor’s degree in Business Administration from the Alfred Learner College of Business and Economics of the University of Delaware. Outside the office, he enjoys spending time with his family and friends, going to the beach, and traveling. He loves sports, playing golf and pickleball, coaching basketball, and cheering on the Baltimore Orioles and Ravens. Additionally, he stays active in his children’s school activities and their church.
Location: Hunt Valley
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).