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Private Wealth

The Best Ways To Save Money For Your Children

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

This month, Neil and Molly focus on opportunities in saving money for children. Learn how to evaluate opportunities with the top three considerations: Purpose, time, and risk. Step through 4 saving opportunities and see if it’s a fit for your family.

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.

Molly Powers

Molly Powers, CFP®

Private Wealth Associate

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