We are passionate about Integrated Wealth Planning and Independent Advice
Services
- Financial Planning
- Insurance Solutions
- Investment Management
- Corporate Planning
- Estate Planning
- Pensions & Consulting
Who we serve
- Families & Individuals
- Accountants
- Lawyers
- Business Owners & Medical Professionals
- Real Estate Investors
- Executives & Athletes
A Modern Approach to an Age-Old Industry…
Unbiased Advice
As your wealth grows, the complexity of your financial landscape evolves. We dedicate the time necessary to truly understand your visions, values, and goals. Our team of Certified Financial Planners lead insightful conversations and craft tailored solutions that align with your unique financial journey.
Bill G.
Generational Farmer
Working with farmers can be tough, we don't typically trust financial professionals. This teams approach to integrated planning has simplified my financial landscape, providing a sense of control. My family farm is in safe hands!
James D.
Business Owner, Restaurant Chain
The holistic financial planning approach adopted by the EastCap Wealth team has added structure to my financial life. I know longer chance returns and have a plan to follow. To simply state I now have peace of mind is an understatement. Thank you EastCap.
Samantha M.
Registered Nurse
With the EastCap Wealth team, it feels like having a skilled nursing team for my finances. They've seamlessly orchestrated my monetary situation, granting me a sense of command akin to managing a successful shift on the ward.
Nick Giovannetti, CFP® CLU® CHS® CCS
Managing Partner • EastCap Wealth Planning Inc.
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© 2023 EastCap Wealth Planning Inc
