CAPITAS PRIVATE WEALTH

Capitas has a team of nationally recognized experts working alongside our local Point of Sale team to provide sophisticated, unbiased insurance solutions.

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CAPITAS DIFFERENTIATOR IN UBER HIGH NET WORTH MARKET

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Our local Point of Sale team is supported by an industry leading nationally recognized Private Wealth team.  The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, Foreign National Capabilities and Premium Finance. We understand that a highly customized approach is required for the needs of today's Uber High Net Worth Clients.  Through this industry leading collaboration of local and national resources, we can develop strategies that address their specific unique planning objectives and needs.