About us

We strive to help you secure your financial well-being and face the future confidently to pursue the long and fulfilling life you deserve.

We are committed to building inclusive, professional excellence and maintaining a continuous learning culture.

Our culture encourages our associates to feel comfortable bringing their whole selves to work.

Our team is passionate about the business and committed to our clients by upholding the highest standards you expect.

Our firm's collective capabilities and experience - together with our team approach - allow us to assess and offer you a wide range of financial products and services.

Whether developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

We look forward to helping you take control of your financial future.

In fact, money is more than money because it encompasses our hopes, fears, and dreams. That's why we offer a humanistic and holistic approach to financial advice that considers the whole you.

With honesty, openness, and optimism, we create a plan that's your own True North. Because, at Capitalwise, an excellent financial plan starts by knowing who you are.

We're on a mission to help people build fulfilling futures.

At Capitalwise, we work hard to earn your trust and have the experience and stability you need, plus innovative strategies to get you where you want to be. Our commitment to know and guide you means we will always put your best interests first.

No matter where you are on your journey or whatever your financial goals may be, you'll be starting with the foundation and security our culture has been building since 1859.

Your well-being is essential and doesn't begin or end with your finances. It starts with you and is always about you. We understand that you are the most crucial factor in your financial and overall well-being.

From the start, our financial professionals will guide you toward a personalized strategy to help you make smart financial choices and build a portfolio to help you confidently live your life. We know the path to financial success begins by getting to know who you are and what matters to you most.

Whether saving for retirement, investing in stock and bonds, or other options, we only focus on the products that best fit your unique needs.

We offer a diverse, flexible, transferrable curriculum for continued development and growth.

At Capitalwise, we believe in giving back to the community through our foundation, which directs our philanthropic and volunteer activities. Through philanthropy, volunteerism, and sustainability, we leverage our resources to build a stronger society for our clients and associates. In addition, our signature program helps students, parents, and educators take the next step toward college and further success.