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Live & Latest UpdatesPrivate Wealth

When To Downsize Your Home

In our monthly CAP STRAT Wealth updates, our team presents information on wealth accumulation, planning, and preservation.

This month, Neil and Mike delve into downsizing, emphasizing the importance of proactive planning and lifestyle considerations. They highlight the gap between desire and reality in planning and explore financial strategies to make part of your discussion.

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.