Timeless Wealth Strategies
for a Lasting Legacy
A Team Rooted in
Community and Integrity.
Your wealth is more than just a number—it’s your life achievements, future aspirations, and your family legacy. Our priority is to provide advice that brings you a clear and confident wealth experience that lasts for generations.
Recognized Within Our Industry
Our team is recognized by Forbes and our co-founders have extensive industry experience.
$1.6 Billion Assets Under Management
(as of November 2024)
2023
Forbes Best-in-State
Wealth Management Team
2024
Forbes Best-in-State
Wealth Management Team
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).

Comprehensive Wealth Management
for Every Stage of Life.
At 1828 Capital, our team of advisors provides creative, personalized financial strategies built on integrity and exceptional service.
Investment & Trust Management
Retirement & Investment Planning
Estate Plan Consulting
Non Profit & Endowment Management
Retirement Plan & 401k Consulting
Tax Strategies & Tax Sensitive Investments
Partnering with
Incredible Clients
We take pride in providing personalized guidance that aligns with your aspirations, helping you navigate life’s complexities and pursue meaningful financial goals. Our clients include:
Our mission is to empower you with clarity, confidence, and a sense of purpose in every decision, striving to ensure that your legacy endures for generations.
Experienced and Credentialed
Our advisors have over extensive experience in the industry and 2 hold the CERTIFIED FINANCIAL PLANNER® designation.
Long-Term Perspective
We build lasting relationships with each client and provide long-term support throughout your financial journey.
Client-Centric Approach
We put your needs first, always. We listen carefully to understand your goals and develop a unique plan with your legacy in mind.
Transparency and Integrity
Open and honest communication is key and we earn your trust through transparency in our actions and advice.
Collaborative Process
We work closely with you, involving you in every step of the financial planning process.