A complete list of active advisors currently associated with Capable Wealth, LLC

Warmer can help you find a great advisor at Capable Wealth, LLC or one who fits your needs even better.

Capable Wealth provides ongoing and one-time financial planning, investment management, and educational seminars to individuals, business owners, and high-net-worth clients. The firm also documents a niche focus on orthopedic surgeons, offering services tailored to late-career practice owners and early-career high-earning surgeons. The firm prefers to develop a comprehensive financial plan before assuming investment management and builds portfolios using a strategic asset-allocation approach emphasizing broad diversification, tax efficiency, and low-cost passive funds while selectively including active funds or third-party sub-advisors when appropriate. Investment analysis relies on fundamental and cyclical methods, and accounts are managed discretionary to align with client objectives and risk tolerances. Two features that distinguish the firm from many peers are its regular offering of educational seminars and speaking engagements and its explicit practice-level focus on issues such as business exit planning, financial exploitation education, and acting as a liaison with attorneys and CPAs for clients. The firm’s disclosure section also reports an administrative order with the Massachusetts Securities Division related to adding clients while registration was pending, a regulatory matter the brochure documents.

To learn more about the advisors currently working at Capable Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.