What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Service Commitment
Our commitment to clients
Our Philosophy and Process
How we work with our clients
Meeting Remotely
1776 Capital Management is able to meet via WebEx
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
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.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Tax-Efficient Investing
Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task, but we're here to help every step of the way.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
