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Capital Planning Wealth Management Logo
Capital Planning Wealth Management CB Rank
1286193
Heat Score
46
Capital Planning Wealth Management is a financial planning company that specializes in retirement and investment planning services.
Founded
obfuscation
Private Center Valley, Pennsylvania, United States11-50 capital-planning.com
Consulting
Financial Services
Wealth Management
Overview

Capital Planning Wealth Management
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Capital Planning Wealth Management

CB Rank
1286193
Capital Planning Wealth Management is a financial planning company that specializes in retirement and investment planning services.
Founded
obfuscation
Private Center Valley, Pennsylvania, United States11-50 capital-planning.com
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name Capital Planning Wealth Management
Operating Status Active
Company Type For Profit
Founders  David Bahnick, John Sullivan
Phone Number +1 610 871 3500
Contact Email contactus@capital-planning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Develops retirement income strategies to support clients' lifestyles and prevent outliving their money.
Foundational Planning
Helps clients establish financial building blocks including insurance, estate planning, wealth accumulation, and college savings.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 8

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

222

IT Spend

$187.9KThis year, Capital Planning Wealth Management is projected to spend $187.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Getty Images Logo
Getty Images
84
Parcel Spend Management (PSM) Logo
Parcel Spend Management (PSM)
84
Marketing Spending Logo
Marketing Spending
84

Active Website Tech Count

2Capital Planning Wealth Management is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 50m.
Sub-Organizations
Frequently Asked Questions

Where is Capital Planning Wealth Management's headquarters? Capital Planning Wealth Management is located in Center Valley, Pennsylvania, United States.Who are Capital Planning Wealth Management's competitors? Alternatives and possible competitors to Capital Planning Wealth Management may include Fidelity, HighTower Advisors, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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