Advisor Photo 6.11.15 use this one

4647 SAUCON CREEK RD., SUITE 200lvh-winner-badge-300x272


2015 HAPPENING LIST WINNER:  Financial Advisor/Planner



Without a competent guide, the path to financial independence can be challenging and overcrowded with obstacles. Retirement, investment, business and estate planning are complex matters that require professional knowledge, experience and an ongoing commitment. Your perspective on the world is unique and you juggle a unique combination of variables that define you and your family’s world. Our process guides you along the path toward pursuing your unique objectives, allowing you to focus on other important priorities in your life with the knowledge that your financial interests are overseen by experienced advisors.


When you choose a financial advisory firm, you are choosing a partner. At Capital Planning Wealth Management, we understand that your financial goals are intertwined with your life goals. As professional independent advisors, we have a responsibility to always put our clients’ interests first. As a partner, we need to fully understand your goals so we can recommend, implement and monitor a customized financial plan and investment strategy. This commitment has been the core value of our firm since its founding. Our focus is on what matters the most to you and we thrive on helping our clients pursue their goals. Markets, interest rates and tax laws will change. Our commitment to you will not.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.  Financial Planning Services offered through Capital Planning Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial.

The award is based on votes among the investment offices in town as to where they feel is the best office to service their investment needs. This may not be representative of the views of other clients and are not indicative of future performance or success.