Jason Bourgo - Ameriprise Financial Services

Seventy2 Capital Wealth Management is a leading financial advisory firm based in Bethesda, MD, with additional offices in Annapolis, Charlottesville, Hunt Valley, Leonardtown, McLean, and Leesburg. Committed to helping clients achieve their most important financial goals, the firm offers personalized strategies to build and preserve wealth, while creating a meaningful and lasting legacy. With a team of experienced professionals and access to a network of trusted experts, Seventy2 Capital serves affluent individuals, families, executives, business owners, and retirees. With over 200 years of combined experience at top Wall Street firms, Seventy2 Capital's team integrates planning, asset management, and service to provide holistic solutions. Their expertise covers areas such as retirement, education, executive and corporate planning, and estate planning strategies. Recognized by prestigious publications like Barron's, Forbes, and the Washington Business Journal, Seventy2 Capital is dedicated to serving clients with integrity, confidentiality, and objectivity.Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.