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Live & Latest UpdatesPrivate Wealth

Achieving Financial Independence – What Does It Mean To You?

In our monthly CAP STRAT Wealth updates, our team presents information on wealth accumulation, planning, and preservation.

This month, we pose the question: Are you financially independent?

Neil and Carrie discuss what it means to be so and what it might take to get there. They share perspectives and insights on the various aspects of financial independence, offering practical advice. Plus, get new tax updates in time for tax season.

Neil Davies

Neil Davies, CPWA®

Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Carrie Walters

Carrie Walters Shapiro, CFP®

Private Wealth Associate

Carrie advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Carrie.