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Philip J. Capell

Senior Vice President @Wealth Enhancement

Boca Raton, FL, US
EMAILS
p••••••@wealthenhancement.com
MOBILE NUMBERS
+15•••••••43

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WORK HISTORY

Apr 2024 — Present

Senior Vice President @Wealth Enhancement

Boca Raton, FL, US

Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

EDUCATION

1987 — 1990

American University

JD, Law

1996 — 1998

Pace University

MS, Taxation

1983 — 1987

Cornell University ILR School

BS, School of Industrial Labor Relations

SKILLS

InvestmentsRetirementStrategic Financial PlanningInvestment ManagementFinancial AdvisoryWealthRetirement PlanningPortfolio ManagementFinancial PlannersEstate Planning

ABOUT PHILIP J. CAPELL

As an investment advisor and estate tax attorney at Wealth Enhancement Group, Philip has been guiding clients to and through retirement for over 20 years. He takes pride on providing clients with independent, objective financial and estate planning advice. Whether you are retired seeking to maximize portfolio returns or retirement income, a pre-retiree planning for retirement or just starting out looking for a financial plan, Mr. Capell can help you. His services include retirement planning, investment management, and estate & tax planning. By conducting an in-depth financial analysis, he studies each client\'s current financial situation, identifies specific goals, and provides a comprehensive, personal plan suited to each client\'s objectives. Additionally, Philip is an avid runner and triathlete having completed numerous marathons as well as being an Ironman triathlon finisher. Mr. Capell resides in Boca Raton, Florida and divides his time between Florida and New York.Specialties: Retirement & Financial Planning, Investment Management & Estate Planning.

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