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The Capital Planning Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

The Capital Planning Group is a small financial services firm based in Raleigh, North Carolina, that assists individuals with wealth planning across accumulation, preservation, and distribution. It uses a collaborative planning process to clarify client goals and chart a path to meet them. Its guiding principles emphasize service, a long-term perspective, staff development and teamwork, prudent stewardship, prioritizing quality over quantity, and valuing relationships over transactions. Its clients are individuals seeking guidance on wealth accumulation, preservation, and distribution, with services oriented toward aligning financial decisions with long-term goals. Based in Raleigh, the firm operates as registered representatives of Lincoln Financial Securities and offers securities and advisory services through that entity, with advisory services available to North Carolina residents.

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

The Capital Planning Group Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

The Capital Planning Group's Leadership

  • Stylized image of a person
    D. S. W.
    Partner, Certified Financial Planner
    Mobile Phone
  • Stylized image of a person
    J. S.
    Client Relationship Manager
    Mobile Phone

Contact profiles from The Capital Planning Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. S. W.
    Partner, Certified Financial Planner
    Mobile Phone
    United StatesNorth Carolina
    May 29, 2026
  • Stylized image of a person
    J. S.
    Client Relationship Manager
    Mobile Phone
    United StatesNorth Carolina
    Sep 10, 2025

Frequently Asked Questions

What is The Capital Planning Group known for?

Minus sign iconPlus sign iconThe Capital Planning Group was founded in 2018 operates in the Financial Services industry. Explore The Capital Planning Group's company overview page for more information.

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

Minus sign iconPlus sign iconThe 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?

Minus sign iconPlus sign iconThe Capital Planning Group has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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As of August 2026, The Capital Planning Group's key employees include:

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

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