A complete list of active advisors currently associated with Capital Design Private Wealth LLC

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

Capital Design Private Wealth LLC serves individuals, high‑net‑worth individuals, trusts, estates, and retirement plans and generally does not impose a minimum relationship size. The firm provides investment management and financial planning and has introduced a three‑tiered advisory model that spans planning‑only engagements to full discretionary portfolio management. The firm emphasizes continuous personal contact and a long‑term, asset‑allocation approach that typically uses low‑cost mutual funds and ETFs while also permitting individual stocks, closed‑end funds, and certificates of deposit when appropriate. Clients may select from Foundations (planning and DIY implementation), Partnering (ongoing guidance with optional non‑discretionary execution), or Optimization (professional discretionary management with rebalancing, tax‑loss harvesting, cash‑flow handling, and performance reporting). Capital Design is a small, two‑advisor firm managing roughly $104 million for about 260 clients and operates under the DBAs Tall Trees Wealth and Planning for Pilots, signaling advisor-level client segmentation such as a niche focus on pilots. The firm also discloses a revenue‑sharing arrangement with Finny AI, Inc. — paying 0.20% on assets from qualified leads — and reports receiving institutional custody and trading benefits from its recommended custodian.

To learn more about the advisors currently working at Capital Design Private 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.