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Private Wealth

When To Claim Social Security

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

Neil and Mike focus on your ideal time to claim Social Security. Learn about the various factors that come into play when deciding the optimal time to claim Social Security benefits, including your lifestyle, longevity, and legacy. We also explore the potential pros and cons of claiming early or delaying your benefits.

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.