Capital Design Private Wealth
About the Business
Capital Design Private Wealth is a finance institution located at 36 Maplewood Avenue in Portsmouth, New Hampshire, United States. Our firm is dedicated to providing professional financial advice to individuals who have built real wealth and are seeking guidance on how to maximize their financial potential.
Our co-founders, Andre and Hilton, have developed a unique approach to financial planning and investment management known as the CAP-3 process. Andre specializes in estate planning and investment management, while Hilton brings over a decade of experience in financial planning for retirees and clients preparing for retirement.
At Capital Design Private Wealth, we understand the importance of aligning our clients' financial goals with their personal values. We have seen firsthand the impact of market downturns on families, which is why we are committed to helping our clients protect and grow their wealth for future generations.
Whether you are looking to build a comprehensive financial plan or simply need advice on managing your investments, our team of experienced financial advisors is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
36 Maplewood Ave, Portsmouth, NH 03801, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I love working with Capital Design Private Wealth and especially Andre LaPlante. I needed someone to help me get ready for and walk me through retirement so that I could enjoy these years but at the lifestyle to which I had become accustomed. As a risk adverse investor, I wanted a true judiciary that I could trust and that would be looking out for my best interests. Andre is so easy to talk to, he asks questions I didn't know needed to be asked, his answers to my questions are helpful and informative, he explains things really well without being condescending, and he's got a great sense of humor and is easy to talk to. Because of the trust we've established, I know I will be able to truly enjoy my retirement."
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