CAP STRAT’s Wealth Team presents timely information on wealth accumulation, planning, and preservation.
This month, Carrie and Neil present opportunities in cash management and preserving emergency savings, plus how rules have changed in inheriting a retirement account.
Principal, Director of Private Wealth
Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.
Private Wealth Associate
Carrie advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Carrie.
