


Capable Wealth Email Formats
Financial Services • Albany, New York, United States • 1-10 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.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@capablewealth.com | 100% |
Key Contact at Capable Wealth
Jared Paul
Managing Director & Financial Planner
Company overview
| Headquarters | 150 State Street, 4th Floor, Albany, New York 12205, US |
| Phone number | +15182907723 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Exit Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Lifestyle Design, Business Owners, Protection Planning, Planning For Orthopedic Surgeons |
| Founded | 2017 |
| Employees | 1-10 |
| 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
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Employees by Department
Capable Wealth has 1 employees across 1 departments.
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Capable Wealth has never raised funding before.
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