Philadelphia, PA Office

Capitol Private Wealth Group serves individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages roughly $562 million in regulatory assets and constructs portfolios using a mix of ETFs, mutual funds, individual securities, municipal and corporate bonds, and alternative or private instruments as appropriate to client objectives.

The firm tailors strategies to each client and conducts ongoing monitoring and rebalancing; its analytical methods include fundamental, technical, cyclical and modern portfolio theory approaches. Investment implementation can include both long‑ and short‑term positions as well as options, short sales, margin transactions and structured notes, reflecting a willingness to use derivatives and structured products within managed accounts.

Two features that distinguish this team from many peers are its integration of tax and accounting capabilities—several advisers are Enrolled Agents and provide tax preparation or accounting services under separate engagements—and its explicit use of structured products and derivatives in client portfolios, which can increase complexity, liquidity and counterparty considerations relative to more conventional team practices.