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Capitalize Wealth Management

EST. AUM
$100,000,000

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Firm Details

Metro area Chicago
CRD Number
Website capitalizewealth.com
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Overview

Capitalize Wealth Management, LLC is a wealth management firm serving high-net-worth individuals, families, entrepreneurs, and business owners. The firm's practice centers on tax-aware portfolio construction, with a stated specialization in alternative investments used to defer or mitigate personal and business tax liabilities. Core service lines include investment management, capital gains and income tax mitigation strategies, 1031 exchanges and Delaware Statutory Trusts, and Qualified Opportunity Zone investments. The firm describes an approach that extends beyond traditional stock-and-bond portfolios to include private real estate, private credit, hedge funds, structured notes, and direct indexing in order to lower correlation to public equities.

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Alternative Activity

Address

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

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