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What’s New? Raising the Bar In Wealth Management

CAP STRAT’s Neil Davies gives you a look at how the Wealth team is raising the bar in wealth management. We believe in transparency, integrity, and innovation, and we work tirelessly to stay ahead of the curve. With a focus on building long-term relationships, our team goes above and beyond to deliver an exceptional experience.

Whether you’re looking to diversify your portfolio, plan for retirement, or establish a legacy for future generations, our Wealth team is here to guide you every step of the way.

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.

Michael Babicz

Michael Babicz, CFP®

Private Wealth Associate

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

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.

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.