Prospeo
Hero Section BackgroundHero Section Background
Capable Wealth

Capable Wealth Email Formats

Financial ServicesFlag of USAlbany, New York, United States1-10 Employees

Capable Wealth Email Formats

Capable Wealth uses 1 email format. The most common is {first initial} (e.g., j@capablewealth.com), used 100% of the time.

FormatExamplePercentage
{first initial}
j@capablewealth.com
100%

Key Contact at Capable Wealth

Flag of US

Jared Paul

Managing Director & Financial Planner

Company overview

Headquarters150 State Street, 4th Floor, Albany, New York 12205, US
Phone number+15182907723
Website
NAICS52
SIC628
Keywords
Tax Planning, Exit Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Lifestyle Design, Business Owners, Protection Planning, Planning For Orthopedic Surgeons
Founded2017
Employees1-10
Socials

About Capable Wealth

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/

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Capable Wealth has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Capable Wealth has never raised funding before.

Capable Wealth Tech Stack

Discover the technologies and tools that power Capable Wealth's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Autoptimize

Performance

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

MailChimp

MailChimp

Email

Google Analytics

Google Analytics

Analytics

Yoast SEO

Yoast SEO

SEO

Google Workspace

Google Workspace

Email

Google Hosted Libraries

Google Hosted Libraries

CDN

Priority Hints

Priority Hints

Performance

Google Tag Manager

Google Tag Manager

Tag managers

Frequently asked questions

Capable Wealth is located in Albany, New York, US.
You can reach Capable Wealth at +15182907723.
Capable Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Capable Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles