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    Capital Planning Wealth Management

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    Description

    • Our FirmCapital Planning is an independent wealth management firm founded in 1994 by Jack Sullivan and Dave Bahnick. As a team, Capital Planning provides comprehensive wealth management services to a diverse clientele. Our focus is to understand what is important to our clients and plan their money around it.Through, LPL Financial, the nations largest independent broker dealer, Capital Planning, is able to offer its services on a fee basis. LPL Financial does not have any proprietary investments, nor does it conduct investment banking. We abide by strict fiduciary standards with unbiased research and investment recommendations.Securities offered through LPL Financial, member FINRA/SIPC.Investment Advice Offered Through Private Advisor Group, a Registered Investment Advisor and Separate Entity from LPL Financial.Financial Planning Services Offered Through Capital Planning Wealth Management, a Registered Investment Advisor.Capital Planning Wealth Management is a separate entity from LPL Financial.The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, GA, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV.Third party posts found on this page do not reflect the views of LPL Financial as to accuracy or completeness.
    • location

      Headquarters:4647 Saucon Creek Road Suite 200, Center Valley, Pennsylvania, United States

      More
    • Capital Planning Wealth Management phone

      Phone Number: +1 610-871-3500

    • Capital Planning Wealth Management website

      Website: https://www.capital-planning.com

    • Capital Planning Wealth Management employees

      Employees:8

    • Capital Planning Wealth Management revenue

      Revenue:$1 - 10M

    • Capital Planning Wealth Management legal name

      Legal Name:Capital Planning Wealth Management

    • Capital Planning Wealth Management's Social Media

      Capital Planning Wealth Management linkedin Capital Planning Wealth Management facebook Capital Planning Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Owner for Capital Planning Wealth Management

    Jack Sullivan

    Owner

    Person level website visitor identification

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    View Employees

    Jack Sullivan

    Owner

    Robert Everitt

    Director Of Operations

    Sheri Martellucci

    Director Of First Impressions

    Tanya Sheffer

    Client Relationship Manager

    Frequently Asked Questions regarding Capital Planning Wealth Management

    • Where are Capital Planning Wealth Management's Headquarters?

      Capital Planning Wealth Management's Headquarters are in 4647 Saucon Creek Road Suite 200,Center Valley,Pennsylvania,United States

    • What is Capital Planning Wealth Management's phone number?

      Capital Planning Wealth Management's phone number is +1 610-871-3500

    • What is Capital Planning Wealth Management's official website?

      Capital Planning Wealth Management's official website is https://www.capital-planning.com

    • What is Capital Planning Wealth Management's Revenue?

      Capital Planning Wealth Management's revenue is $1 - 10M

    • What is Capital Planning Wealth Management's NAICS code?

      Capital Planning Wealth Management's NAICS code is 523930

    • How many employees are working in Capital Planning Wealth Management

      Capital Planning Wealth Management has 8 employees

    • What is Capital Planning Wealth Management's Industry?

      Capital Planning Wealth Management is in the industry of Financial Services

    • Who is Capital Planning Wealth Management's Owner?

      Capital Planning Wealth Management's Owner is Jack Sullivan

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