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Private Wealth
Year-End Planning Checklist
![Neil Davies](https://www.capstratig.com/uploads/2022/07/Neil-Davies-Resize-150x150.jpg)
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.
The Latest
Principal, Senior Private Wealth Advisor
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
The Latest