Dan Levin has been named to the 2022 Forbes list of Best-In-State Wealth Advisors for the second consecutive year. Dan shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Just Passed: Medicare Seminar
On September 16th we welcomed Roberta Eckert from Nationwide to discuss some details about Medicare, what it is, if we need it, and how we can enroll.
On August 3rd we welcomed Tanvi Pradhan from BlackRock to learn more about environmental, sustainable, and governance investing.
Stay up-to-date and in-the know about every aspect of your financial picture.
November 11, 2022
“Never was so much owed by so many to so few.” – Winston Churchill #HappyVeteransDay from 1776 Capital Management Group
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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
Alternatives to Holding Cash in a Rising Rate Environment
Swings in the financial markets, coupled with rising interest rates and high inflation, may make investing decisions feel challenging, especially if you currently have large cash holdings. Let’s explore some solutions available for cash or cash reinvestment needs, particularly in a rising interest rate environment.