I have a achieved my goal with the support of this great team
January 2023
I’ve been working with Seventy-Two Capital for almost 4 years now and am extremely pleased with the service. They are incredibly responsive and treat me as a valued client. I feel that my financial future is safe in their hands!
January 2021
We highly recommend Seventy2 Capital having been with them (specifically Paul Carlson, co-founder) for many years and very satisfied with the results.
A good financial advisor will help you plan for the future. A great wealth management team will simplify your life, freeing you up to do what you do best. This is our true value-add to our clients. No investment returns can match the gift of time and a life well-lived.
Our dedicated team draws on experience at some of the largest Wall Street firms and has earned some of the highest designations in the industry.
Whether you are accumulating assets, growing a business or non-profit, building a family legacy or planning for retirement, we partner with you to carefully design a strategy that helps build, preserve and inspire.
