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1792 Capital
Member Since: 2023
Categories: 
  • Financial Planning
  • Financial Services
  • Funding
  • Settlement Services
Case Type: 
  • Individual Cases

1792 Capital is a full-service wealth management firm that has a unique niche in serving attorneys. Our collaborative team approach allows us to coordinate with a client's other professional advisors to ensure that we understand the client's full financial picture as well as their family dynamics.

We lead with discovery to better understand a client's needs, experience, and expectations. Assuming that we're a good fit, we'll address each aspect of a client's financial plan based on what is most important to them.

I look forward to speaking with you regarding how my team and I are ready to serve.

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