This is CAP STRAT Wealth.

Will was a founder and Managing Principal of CAP STRAT leading all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.

Barbara is a Principal of CAP STRAT with a primary focus of managing client relationships, business development, and co-leading the CAP STRAT Women’s Forum.

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