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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

Tax Savings

Countries of Operation

Customized Financial Solutions

for a World of Complex Challenges

Business Consulting

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

Tax Advice

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

Investment Strategies

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.

Our Partners

James MacDouglas

James MacDouglas

Corporate Lawyer

David Roberts

David Roberts

Off Shore Investments Strategist

Frank Simmens

Frank Simmens

Financial Services Director

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