What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Paws For The Cause
1776 Capital Managment Group is a proud sponsor of Fox Chase Cancer Center's Paws for the Cause.
Summer Interns 2023
Another summer, another set of bright interns. We wish Brendan and Bryce all the best this coming school year. Read more about their internship experience here.
August Greetings
Second Quarter Wrap-Up and Future Opportunities
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 07, 2023
1776 Capital Management Group is a proud supporter of the research funded by Fox Chase Cancer Center's Paws for the Cause Walk and a lover of ALL the good boys and girls at the event!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Financial Independence
At 1776 CMG, we focus on creating financial independence for our clients by emphasizing people and processes.
1776 and the Fourth of July
Happy Birthday America! Some trivia, facts and fun for the fourth of July
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.