What departments does The Capital Planning Group have?

The Capital Planning Group has employees across 1 departments including Finance.

What is the largest department at The Capital Planning Group?

The largest department at The Capital Planning Group is Finance with 1 employees.

Where are The Capital Planning Group employees located globally?

The Capital Planning Group has employees across 1 continents and 1 countries including United States Of America.

The Capital Planning Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

The Capital Planning Group is dedicated to partnering with our clients to navigate the accumulation, preservation, and distribution of wealth. We accomplish this by utilizing a collaborative financial planning process to identify and achieve client goals.

We will: 

- Value our tradition to serve.
- Champion a long-term perspective. 
- Develop people and foster teamwork.
- Encourage faithful stewardship.
- Value quality over quantity. 
- Honor relationships over transactions.

Please let us know if you have any questions we look forward to getting to know you! 





Copyright 2018 The Capital Planning Group, LLC All Rights Reserved. The Capital Planning Group, LLC are registered representatives of and offers securities and advisory services through Lincoln Financial Securities, Member SIPC. The Capital Planning Group, LLC and Lincoln Financial Securities are not affiliated. The registered representatives of The Capital Planning Group, LLC may only discuss securities or transact business with persons who are residents of Arizona, California, Florida, Georgia, Illinois, Kentucky, Maryland, Minnesota, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, and West Virginia. Advisory services are offered to residents of North Carolina through representatives of Lincoln Financial Securities. LFS-2245652-091718

Find The Capital Planning Group employees' phone numbers or email addresses

The Capital Planning Group Global Highlights

North America
2

United States Of America
2

The Capital Planning Group's Leadership

D. S. W.
Partner, Certified Financial Planner
Mobile Phone
Email
J. S.
Client Relationship Manager
Mobile Phone
Email

Contact profiles from The Capital Planning Group

Name

Title

Contact Info

Location

Last Update

D. S. W.
Partner, Certified Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Feb 17, 2026
J. S.
Client Relationship Manager
Mobile Phone
Email
United StatesNorth Carolina
Sep 10, 2025

Frequently Asked Questions

What is The Capital Planning Group known for?

The Capital Planning Group was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 4000 Westchase Boulevard Raleigh, North Carolina 27607 United States. Explore The Capital Planning Group's company overview page for more information.

What is The Capital Planning Group's most common email format?

The Capital Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Capital Planning Group email formats with LeadIQ.

How many employees does The Capital Planning Group have currently?

The Capital Planning Group has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are The Capital Planning Group's key employees and leadership?

As of December 2025, The Capital Planning Group's key employees include:

Partner, Certified Financial Planner: D. S. W.
Client Relationship Manager: J. S.

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