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CapWealth

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number
Website cap-wealth.com
Client types

Overview

CapWealth is an independent wealth management and financial planning firm based in Moorestown, New Jersey. The firm serves individuals, families and business owners, with a particular emphasis on creating a welcoming environment for women decision-makers. A mid-sized, nine-person team averaging more than two decades of experience delivers fee-only financial planning, investment management, special needs planning, multi-generational strategies, trust planning and long-term care guidance. CapWealth operates as a fiduciary under a structured Standard of Care program and “huddle” process with clients and professional advisors, leveraging LPL Financial and Private Advisor Group for research, trading, technology and advisory support.

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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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