We are passionate about Integrated Wealth Planning and Independent Advice
Our collective expertise surpasses a century, underlining our seasoned proficiency.
Our diverse ensemble of financial savants includes Certified Financial Planners®, Chartered Life Underwriters, Certified Health Insurance Specialists, Cash Flow Experts, Personal Finance Advisors, and professionals holding Life, Health, and Mutual Fund licenses.
To elevate the investment experience for clients with asset holdings north of $300,000, we've forged alliances with distinguished discretionary portfolio managers. This ensures top-notch access to premium investment opportunities.
As an autonomous entity, we are proud of our affiliations, a noteworthy mention being Serenia Life Financial and IDC Worldsource Insurance Network, among others. These partnerships amplify our capacity to deliver stellar financial strategies and solutions.
What we do
Estate Planning & Insurance Solutions
Discretionary Portfolio Management Partnerships
Pension Solutions & Consulting
Who we serve
Families & Individuals
Business Owners & Medical Professionals
Real Estate Investors
Executives & Athletes
A Modern Approach to an Age-Old Industry…
We have an independent approach to planning and advice
As your wealth expands, so does the intricacy of your financial landscape. This escalating complexity necessitates solutions that are far from standard.
Working with farmers can be tough, we don't typically trust financial professionals.This teams approach to integrated planning has simplified my financial landscape, providing a sense of control.My family farm is in safe hands!
Business Owner, Restaurant Chain
The holistic financial planning approach adopted by the EastCap Wealth team has added structure to my financial life.I know longer chance returns and have a plan to follow.To simply state I now have peace of mind is an understatement.Thank you EastCap.
With the EastCap Wealth team, it feels like having a skilled nursing team for my finances. They've seamlessly orchestrated my monetary situation, granting me a sense of command akin to managing a successful shift on the ward.