the best way to predict your future is to create it ... · create a lasting legacy for yourself,...
TRANSCRIPT
7200 Wisconsin Ave., Suite 204Bethesda, MD 20814
www.seventy2capital.com
Whether you are accumulating assets, growing a business or non-profit, building a family legacy, or planning for retirement, each requires a carefully designed strategy to help you:
Our clients are:
Our suite of services and products allows us to customize a strategy with confidentiality, integrity, and objectivity.
Customize a portfolio to maximize wealth at all stages of life
* net of fees and taxes(1) “Alpha, Beta and Now...Gamma,” Morningstar 2013; “The role of financial advisors in the US retirement market,” Oliver Wyman, July 10, 2015; “Quantifying your value to your clients,” Vanguard, 2016Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Seventy2 Capital is a separate entity from WFAFN.
Navigate market cycles while aligning your risk tolerance and long-term goals
Create a lasting legacy for yourself, your family and your employees
Build
Successful individuals and families
Business executives
Non-profit fiduciariesPreserve Inspire
“Morningstar, Vanguard, Aon Hewitt and others have quantified the value financial advisors add to client net returns in the range of 1.59% - 3.00%, with the increase in total assets as high as 51%.*(1)
The best way to predict your future is to create it.” —Abraham Lincoln
We focus on your financial future so you can focus on what’s most important to you. We are our clients’ trusted advisors.
Our dedicated team draws on nearly 90 years of combined experience at some of the largest Wall Street firms with backgrounds in:
WHAT’S IN A NAME?
The name Seventy2 Capital refers to the Rule of 72, a shortcut used to estimate the number of years required to double one’s money at a given annual rate of return. It speaks to prosperity, growth, and the power of smart investing.
It’s what our clients expect from us as their trusted advisors, and something we believe they deserve.
Recognized by:
The Wall Street Journal Forbes“Five Star Wealth Managers You Need to Know” in 2015, 2016, and 2017
“The Best of Both Worlds” - March 2017
Our commitment to maintaining the highest standards of professionalism and client service has earned us the most trusted designations in the industry including the CFP®, CIMA®, CRPC® and CRPS®.
www.seventy2capital.com
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