Daniel Wachtel

About Daniel Wachtel

NJ “20 Under 40” | 2016 Philadelphia’s Up and Coming Business Leaders. At Oxley Capital Management, we believe great wealth management should feel clear, aligned, and personal—not transactional or sales-driven. As a fiduciary RIA, we work with emerging and high-net-worth individuals, families, and business owners, guiding them through every stage of wealth, from accumulation to preservation to legacy. We want to help you through all stages of your career and make you ready to retire. We love to help pre-retirees by making sure that they are ready to take the biggest step in their life. With over 40+ years of Wall Street experience, we deliver:*Sophisticated investment management *Tax-aware strategies- forward tax planning *Estate and legacy coordination *Retirement income planning *Risk management *Insurance solutions*Top money managers*Tactical investing*Incredible customer serviceWhether you’re starting with a few hundred thousand dollars or managing significant assets, our goal is the same: help you make better decisions, avoid costly mistakes, and move forward with confidence. We don’t just focus on growing wealth. We focus on protecting it, optimizing it, and stewarding it across generations.What makes Oxley different• Radical transparency - no hidden fees, no product bias, no conflicts• True alignment - we succeed only when our clients succeed• Wall Street rigor, personal care - institutional discipline with human attention. Our belief is simple: The future of wealth management is built on trust, transparency, and alignment. Whether it’s improving investment outcomes, uncovering tax savings, opening trusts, protecting your family with the right insurance strategy, or building a long-term plan you can actually understand-let’s create something meaningful together.FYI: We work with clients not located in the Delaware Valley through Zoom. Build your wealth and get your wills/estate plans from the comfort of your home through Zoom’s TeleWealth. We are your own digital advisor. We look forward to serving you! Give us a call to finally be able to retire ready.

Experience

1. Co-founder & Managing Partner

   Harbour Capital Partners

   Apr 2016 — Present · Philadelphia, PA, US

   Capital formation shouldn’t derail performance. We help alternative fund managers stay focused—while we drive investor engagement.At Harbour Capital, Traditional fundraising methods are often inefficient, resource-heavy, and a distraction from portfolio management. We partner exclusively with alternative investment funds to streamline capital introduction and optimize investori targeting—without the overhead of building internal BD or IR teams.What We Do: Digital Dominance – Our elite social marketing team vcrafts viral campaigns, builds brand authority, and engages investors before your market debut. Our process is designed to align with your fund’s strategy and stage—whether you’re emerging or established. We work collaboratively to identify and engage LPs who are not just capital providers, but strategic fits.Unlike conventional third-party marketers, we go beyond mass outreach. Our approach is data-driven, discreet, and deeply aligned with the operational realities of running a high-performing fund.If you’re raising, planning a launch, or simply want to refine your investor access strategy, visit us at harbour-cap.com to learn more.The Harbour Edge: Elite Network– From Wall Street insiders to Silicon Valley disruptors, we open doors others can’t. Global Reach, Local Expertise– Whether you\'re scaling in the U.S. or expanding internationally, we deliver bespoke strategies tailored to your market. At Harbour Capital, we don’t just prepare companies for wholesaling your fund —we redefine your entire’s firms trajectory. We also work with companies trying to raise capital and distressed businesses.Ready to change your life? Let’s talk. Schedule a call with us to learn how we can help you.

Education

• William Paterson University of New Jersey

  Bachelor of Science Cotsakos College of Business

  2004 — 2008

• The Wharton School

  Executive MBA, Executive Education

  2021 — 2024