Our wealth management services include investment advisory, strategic and tactical asset allocation, and implementation, as well as acting as primary investment strategist (chief investment officer) for family groups, closely held business organizations, non-profit institutions and private foundations. Complementing our wealth management services, we develop and implement individualized consultative tax, estate and business succession strategies for clients seeking to grow, preserve and transfer their wealth and business interests to future generations and philanthropic interests.
Our firm is committed to integrity, clarity and excellence in providing multidisciplinary personal service found only at a boutique organization, delivered by experienced and dedicated professionals. To each client we dedicate a team of senior principals focused on the client’s values, investment objectives, wealth and business structure, and unique personal circumstances. Capital Planning Advisors principals invest meaningful personal capital in investments recommended to clients, creating long term and conflict free alignment with client interests and goals. Our clients are our partners.