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Capital Planning Wealth Management
Capital Planning Wealth Management is a state-registered investment adviser in CENTER VALLEY, PA. It has 10 employees and 6 investment advisers.
Overview
Capital Planning Wealth Management is a state-registered investment adviser in CENTER VALLEY, PA. It has 10 employees and 6 investment advisers. The firm provides investment advice to clients.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Center Valley
Corporate office
Vienna, VA, United States
Principals
Walid F. Hatab
CEO & Founder
Sector focus
Frequently asked questions
What investment vehicles does Capital Planning typically use for clients?
The firm constructs portfolios using individual securities, bonds, and alternative fund structures, avoiding a one-size-fits-all model-fund approach. Strategies include tax-aware rebalancing, concentrated-stock hedging, and retirement-income sequencing. By operating under an RIA fiduciary standard, Capital Planning selects vehicles based on client-specific tax and estate considerations rather than product distribution incentives.
How does the firm handle estate planning and charitable giving?
Estate planning and philanthropic coordination are integrated directly into Capital Planning's advisory services, rather than outsourced entirely to external providers. The firm coordinates donor-advised fund strategies and estate-planning structures alongside its investment management, acting as a central quarterback. This integrated approach reduces the coordination burden families face when juggling separate law firms, accounting practices, and investment advisors.
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