Insights

Niche Market Focus Capable Wealth specializes exclusively in financial planning for orthopedic surgeons, presenting an opportunity to tailor offerings and marketing strategies specifically for high-earning medical professionals with complex financial needs.

Service Differentiation Their emphasis on precision-driven financial planning analogous to surgical excellence suggests a premium, bespoke service approach that appeals to high-performance specialists seeking expert-level wealth management.

Growth Potential With a revenue range of one to ten million dollars and a focused client base, there is potential to expand services to related high-income professional groups or scale within the orthopedic surgeon niche.

Digital Presence Active digital infrastructure including WordPress, Shopify, and social media indicates opportunities for enhancing online engagement, lead generation, and educational content tailored to high-net-worth clinicians.

Strategic Partnership Partnering with medical associations or surgical organizations could facilitate referral networks, further establishing Capable Wealth as a trusted advisor in the orthopedic medical community.

Similar companies to Capable Wealth

Capable Wealth Tech Stack

Capable Wealth uses 8 technology products and services including WordPress, Shopify, Font Awesome, and more. Explore Capable Wealth's tech stack below.

  • WordPress
    Content Management System
  • Shopify
    E-commerce
  • Font Awesome
    Font Scripts
  • React
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Smash Balloon Instagram Feed
    Web Platform Extensions
  • Facebook
    Widgets

Media & News

Capable Wealth's Email Address Formats

Capable Wealth uses at least 1 format(s):
Capable Wealth Email FormatsExamplePercentage
First@capablewealth.comJohn@capablewealth.com
50%
First@capablewealth.comJohn@capablewealth.com
50%

Frequently Asked Questions

Where is Capable Wealth's headquarters located?

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Capable Wealth's main headquarters is located at 150 State Street, 4th Floor Albany, New York 12205, US. The company has employees across 1 continents, including North America.

What is Capable Wealth's official website and social media links?

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Capable Wealth's official website is capablewealth.com and has social profiles on LinkedIn.

What is Capable Wealth's NAICS code?

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Capable Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Capable Wealth have currently?

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As of November 2025, Capable Wealth has approximately 2 employees across 1 continents, including North America. Key team members include Managing Director & Financial Planner: J. P.. Explore Capable Wealth's employee directory with LeadIQ.

What industry does Capable Wealth belong to?

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Capable Wealth operates in the Financial Services industry.

What technology does Capable Wealth use?

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Capable Wealth's tech stack includes WordPressShopifyFont AwesomeReactjQueryYoast SEOSmash Balloon Instagram FeedFacebook.

What is Capable Wealth's email format?

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Capable Wealth's email format typically follows the pattern of First@capablewealth.com. Find more Capable Wealth email formats with LeadIQ.

When was Capable Wealth founded?

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Capable Wealth was founded in 2017.

Capable Wealth

Financial ServicesUnited States2-10 Employees

Your Financial Specialist for Surgical Precision

At Capable Wealth we've built our entire practice around one core belief: surgeons deserve the same level of precision, planning, and excellence in their financial lives as they deliver in the operating room.

We work exclusively with high-performing orthopedic surgeons who want to delegate financial complexity to a trusted expert - so they can focus on their practice, patients and families without sacrificing long-term wealth.

With advanced designations in comprehensive financial planning (CFP), investment strategy (CIMA), and exit planning (CEPA), we bring the knowledge and structure needed to help you reduce taxes, protect your assets, and prepare for a high-value transition out of practice - on your terms.

We understand how you're compensated. We understand the pressures of your schedule. We know what a MSO sale looks like, what a call stipend really means, and why most physicians wait too long to get serious about planning.

This isn't a side focus. Orthopedic surgeons are who we serve.

Visit us at https://www.capablewealth.com/

Section iconCompany Overview

Headquarters
150 State Street, 4th Floor Albany, New York 12205, US
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Capable Wealth's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capable Wealth's revenue is estimated to be in the range of $1M$10M

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