We take pride in being a boutique financial office built on referrals, supported by our team of Certified Financial Planners™ (CFP®). While our office may be small in size, our reach extends to major clearing houses such as LPL, Fidelity, and Schwab. This unique combination affords us the flexibility to provide unparalleled personalization while maintaining the utmost standards of data security.

MetCap was founded with a steadfast commitment: the client always comes first, second, and third. As your personal Chief Financial Officer (CFO), we prioritize your financial well-being above all else. Our dedicated team is here to serve you, offering tailored solutions and unwavering support every step of the way.

Drawing from over a combined 65 years of industry experience, we've come to understand the paramount importance of simplicity in our clients' lives. Whether it's streamlining access with a single sign-on, offering a dedicated point of contact, or having an advisor who intuitively grasps their unique needs, simplicity is key.

Our Certified Financial Planner™ (CFP®) credentials empower us to offer comprehensive advice that extends beyond the assets under our management. We seamlessly integrate our strategies with clients' 401K assets, ensuring a holistic approach to wealth management. This ethos lies at the heart of MetCap Wealth Management's inception; it's why we were founded. We recognized the need to provide guidance on assets held elsewhere, a capability often restricted at large wirehouses

By selecting MetCap, whether you're on the cusp of retirement or already enjoying its rewards, we're confident in our ability to equip you with the tools and insights necessary for a more secure future. We eagerly anticipate the opportunity to forge a close partnership with you, guiding you towards your financial goals with expertise and dedication.