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Private Wealth

How To Secure Your Family’s Future With Life Insurance

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

This month, Neil and Carrie focus on life insurance. Discover when and why life insurance is crucial for financial planning and how it can provide peace of mind for you and your loved ones. Gain valuable insights into determining the right coverage amount, assessing your needs, and the difference between term life and permanent life insurance.

Neil Davies

Neil Davies, CPWA®

Principal, 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.