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Capella Financial Group

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area West Palm Beach
CRD Number
Website capellafinancialgroup.com
Client types

Overview

Capella Financial Group is a West Palm Beach, Florida-based financial advisory and wealth management practice serving individuals, families, professionals, high-net-worth clients and small-business owners. The firm provides investment management, retirement planning, estate strategies, risk management, insurance planning and other personalized financial services. Its approach focuses on developing financial strategies based on each client's objectives, circumstances, time horizon and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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