# Capital Planning Wealth Management

Capital Planning Wealth Management is a Multi Family Office based in Center Valley, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Center Valley, United States
- **Region:** North America
- **Address:** Vienna, VA, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** cpwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/capital-planning-wealth-management

## Regulatory record

- **CRD number:** 144212
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144212

## About

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.

## Sectors

- Wealth Management
- Tax Planning
- Estate Planning

## People

- Walid F. Hatab — CEO & Founder

## 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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Last updated: 2026-07-06T01:24:13.527Z

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