![Review Your Estate Plan & Beneficiaries – Vimeo thumbnail](https://www.capstratig.com/uploads/2023/04/review-your-estate-plan-beneficiaries-vimeo-thumbnail-1400x788.jpg)
Private Wealth
Review Your Estate Plan & Beneficiaries
![Neil Davies](https://www.capstratig.com/uploads/2022/07/Neil-Davies-Resize-150x150.jpg)
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.
The Latest
Principal, Senior Private Wealth Advisor
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
The Latest