You’re in the right place.

You’re probably the first in your family who is or will be a millionaire.

It’s time to make sure you have a plan in place for that. Wealth building is a team sport, let us help you build yours.

The #1 Financial Planning Firm for 1st Generation Millionaires

Money helps fuel your milestones, let us help design the plan that can get you there.

Getting

Married

Home

Buying

Growing 

Your Family

Getting Out

Of Debt

Financial

Independence

Capitalwize 360°

Comprehensive. Consolidated. Convenient. Your financial plan, reimagined.

If you have various pieces of your financial puzzle and know you’re ready to put it together so you can have the clarity you’ve been looking for, you’re in the right place. 

We help you make the most out of today’s lifestyle, while planning for tomorrow’s legacy. All Capitalwize Clients have access to our private software including:

  • Personal Financial Website
  • Access, Anywhere
  • Investment Account Aggregation
  • Weekly Financial Summary
  • Digital Storage Vault

FOR COUPLES

Let’s develop a plan designed specifically for you and your spouse so that you can acheive those money milestones like a boss.

FOR ENTREPRENEURS

Money for entreprenuers is a little different. Let’s develop a roadmap that will create more confidence in your finances, seperate from your business.

FOR INDIVIDUALS

A personalized financial plan just for you, that can evolve with you, as you grow.

STOCK TIL’ YOU DROP.

Investing like you’ve never seen it before, welcome to The Stock Shop — the 1st ever “Shopping” Investment Experience.

Your selection, our management. Powered by smart technology and Intelligent Advisors.