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Clients come first at Seventy2 Capital. You’ll find resources and talent dedicated to meeting your financial goals.

Our Approach

  1. Understanding What’s Important to You. We begin our relationship by asking critical questions: What vision do you have for your life? What values are most important to you? What goals do you want to achieve? What risks are you willing to take? What support systems do you have to navigate changes in your life? As financial professionals, we serve you with integrity, confidentiality, and objectivity. Once we have an in-depth understanding of your financial objectives, we work on making your goals a reality.
  2. Offering Dedicated Expertise. Seventy2 Capital offers a variety of specialists, including Financial Advisors, Investment Planners, Asset Managers, Insurance Specialists, and Client Service (Wealth) Associates, as well as access to a network of trusted professionals, including CPAs, Estate Attorneys, and lending products and services through Wells Fargo affiliates. Our team combines over 775 years of experience from some of the largest Wall Street firms.
  3. Designing Thoughtful Solutions. Our holistic approach integrates planning, asset management, service, and industry-leading experience to design solutions that advance your vision, values, and goals. We provide resources for retirement, education, executive, corporate, and estate planning services. Once your plans are developed, our Asset Management team will execute your strategy.
One of The Best Wealth Management Firms in Maryland and The East Coast

BUILD

Committed to developing and consistently executing a plan to help grow and maximize your wealth.

 

PRESERVE

Years of experience give us the insight to help you successfully navigate life events & market cycles./strong>

 

INSPIRE

Working with you to create a meaningful and lasting legacy.

 

Understanding What's Important to You

VISION. VALUES. GOALS. RISKS. SUPPORT.

Who We Serve

Our solutions begin with your vision, values, and goals. We provide professional planning resources to the following:

 

  • Affluent Individuals & Families
  • Executives
  • Business Owners
  • Retirees
  • Retirement Plan Sponsors
Seventy2 Capital Wealth Management
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Seventy2 Capital Wealth Management

Seventy2 Capital Recognized In

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2024 Barron’s Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron’s based on the time period from Jan. 2023 – Dec. 2023 (Source: Barrons.com). The Barron’s Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire 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 Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Top Wealth Management Teams 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. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts. Fee paid for use of logo. 

 

The 2023 Washington Business Journal Best Places to Work Award are based off perks, leadership, office space, culture and more for the prior year. Self-completed survey was used for award.

FINRA’s BrokerCheck to obtain more information about our firm and its financial professionals