CAP STRAT’s Wealth Team presents timely information on wealth accumulation, planning, and preservation. This month, the focus is on opportunities emerging from SECURE Act 2.0, how to think about Roth conversions, and the top missed tax opportunities.
Senior Private Wealth Advisor
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
Private Wealth Associate
Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.