CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.

This month, Neil and Mike focused on the impact of honesty in spending. In this thought-provoking video, they’ll have you taking a deep look into your spending habits and shed light on three ways you can leverage honesty for a profound impact on your lifelong journey toward prosperity.

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.

Michael Babicz

Michael Babicz, CFP®

Private Wealth Associate

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