An experience — for women where financial decisions can be made in a welcoming environment. A place where they can release their concerns and hesitations around financial uncertainties. We call this program, Ms. Money.
Michelle Nocito, principal partner at CapWealth, sees her role as clearing the path for women so they have maximum choices and opportunities in life. According to Michelle, “I decided to join CapWealth because of its commitment to facilitate connections and conversations for women as they plan their future. Sure, we help women with the myriad financial issues that arise, but it’s more than choosing and managing an investment portfolio. It’s about inspiring confidence in my clients and motivating them to pursue their dreams. Maybe it’s uncovering a new career path, or negotiating a salary. Or simply ‘showing up’ fully in the world around them. For me, the best three words I can hear from a client is, ‘I’ve got this!’ “
Our “huddle” process enables us to connect our clients with professionals and resources. As Michelle says, “If we don’t have the experience within our firm, because of our diversity and experience, we’ll know where to find it.”
We invite you to talk with us. You’ll find we listen. No … really listen . In fact, we’re passionate about hearing your story and helping you live the life possible with the assets you have.