Our team has been named to the Forbes 2025 Best-in-State Wealth Management Teams list for the third straight year. “Congratulations to CapitalCoast Wealth Advisors on receiving this prestigious recognition. This honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them,” said Kevin Reed, President of the Firm’s Private Client Group.
