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Private Wealth

Honesty In Spending

CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.

This month, Neil and Mike focused on the impact of honesty in spending. In this thought-provoking video, they’ll have you taking a deep look into your spending habits and shed light on three ways you can leverage honesty for a profound impact on your lifelong journey toward prosperity.

Neil Davies

Neil Davies, CPWA®

Principal, Director of Private Wealth

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Michael Babicz

Michael Babicz, CFP®

Private Wealth Associate

Mike advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Mike.