Capital Planning Wealth Management

Capital Planning Wealth Management is a financial planning firm that offers personalized service to its clients. With a team of experienced professionals, including Jonathan and Annie, the company helps individuals and families navigate various financial aspects, such as building homes, buying cars, retirement investing, and college planning. The onboarding process is smooth, and the team takes the time to understand clients' goals and create customized plans to maximize upside, limit taxes and risk. The firm's approach is marked by honesty, hard work, and a focus on building strong relationships with clients. With their expertise and guidance, clients can feel confident and prepared for their financial future.