Our Approach

For over 35 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families with building and preserving wealth through investment management, wealth planning, and family legacy services.

Our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth.


From the beginning, one of Capital Planning's guiding principles has been to deliver independent and unbiased advice to assist our clients as they navigate through significant life decisions that impact their wealth. Our clients can rely on our experience to help guide them through major life events such as retirement, the sale of a business, or planning their family legacy.


Our advisors have an average of over 25 years of wealth management experience and have been with Capital Planning for an average of 15 years. This can provide our clients with confidence in the commitment and stability of our advisory team.


We strongly believe that our structure as a fee-based registered investment advisory firm positions us to offer the best solutions to our clients. As an independently owned organization, we are not affiliated with any other financial institution. Our advisory team represents the interests of our clients through objective, independent investment and wealth planning advice.

To schedule a complimentary consultation, please contact our office by calling 425-643-1800 or toll free at 1-800-900-9899.

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