Wealth | April 2023 – Vimeo thumbnail

Private Wealth

April 2023 | Cash Management & Inheriting Retirement Accounts

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

This month, Carrie and Neil present opportunities in cash management and preserving emergency savings, plus how rules have changed in inheriting a retirement account.

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.