WHO WE ARE

Capitalwize is a Fee-Only Registered Investment Advisory Firm. We help people take control of their money with clarity and confidence. We are true fiduciaries. This means we have a legal obligation to do what’s in our client’s best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means you can come to us as one centralized point of contact without having to connect any of the dots yourself.

Meet the Team

George Acheampong Jr., RFC

Co-Founder + Managing Partner

Kenney Conwell, RFC

Co-Founder + Managing Partner

Samantha Kall

Operations Manager & Client Engagement Coordiantor

Diana Walker

Tax Strategist

Shanika Johnson

Director of Behavioral Finance

Fallon Rice Scott

Sales & Operations Consultant

Strategic Partners

Phillip Harris

Mortgage Broker

Javin Daniels

Real Estate Advisor

Lawrence Wiggins

Web Development Consultant

Thomas Johnson-Bean

Risk Management Advisor

Ariana Taylor

Entity Formation Consultant

Disclaimer: Strategic partners are not members or employees of Capitalwize, LLC. Clients are under no obligation to work with our strategic partners.