Capable Wealth Employee Directory

Financial ServicesNew York, United States0-1 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/

Sign up for free to view info

Company overview Email format