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.