We help our clients pursue their financial goals through careful advice, astute investment strategies with customized solutions.
– Capital Gelt
Your Success Is Our Priority
Capital Gelt Financial Consulting and Wealth Management offers compelling insight on a range of topics, including asset allocation, investment strategies, market dynamics and wealth management.
We specialize in creating customized financial solutions to meet and exceed our client’s goals.
Return on Investments
Countries of Operation
Customized Financial Solutions
for a World of Complex Challenges
Our capabilities extend to managing the investment needs of small- to mid-size institutions such as foundations and endowments. Our specialized support and advice can be tailored to the organization’s needs and goals. Learn More
We help you to make complicated decisions confidently. Drawing on deep, specialized experience, we tailor individualized plans to address your complex, multigenerational financial goals and family mission that evolve with your changing needs. Learn More
Our team of global investment professionals provides guidance on asset allocation and portfolio diversification. Our clients can access customized investment and wealth planning strategies as their needs change . Learn More
Need Prudent Advice?
We address client needs for income, estate planning, gift planning, generation-skipping tax planning and philanthropy, our specialized strategies can help to craft and implement holistic wealth management solutions.
A Customized Approach
Our team specializes in tailored investment strategies to enhance client liquidity and flexibility; solutions range from the conventional to the creative, and include off-shore investing, unsecured lines of credit and loans secured by marketable securities, hedge funds, private equity investments, commercial real estate, and art collections.
Off Shore Investments Strategist
Financial Services Director