#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Amy Roberts Email
Financial Advisor, AVP . Seventy2 Capital Wealth Management
Bethesda, MD
Locationa**********@seventy2capital.com
Primary EmailHow to contact Amy Roberts
Join and see Amy's contact info for free!Current Roles
Employees:
64Revenue:
$12.1MAbout
The company's name originates from the "Rule of 72", an investment formula that speaks to prosperity, growth, and the power of smart investing. It speaks to who we are and what our clients expect from us as their trusted advisors. Seventy2 Capital's principals draw on nearly 90 years of combined experience at some of Wall Street's largest firms to ensure our clients' success. Our commitment to maintaining the highest standards of care and professionalism in serving our clients has earned us some of the most advanced designations in the industry including the CIMA®, CFP®, CRPC®, and CRPS®. Seventy2 Capital Wealth Management is an independent private client practice that specializes in serving Fortune 500 executives, affluent families, and successful individuals, and trade associations. We help them define their most important financial goals, design a plan to achieve them, and consistently execute to make clients' aspirations a reality. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Seventy2 Capital Wealth Management LLC is a separate entity from WFAFN.Seventy2 Capital Wealth Management Address
7200 Wisconsin AvenueBethesda, MD