A Mindful Approach to
Multi-Generational Wealth
Advisory
Multi-Generational Wealth
Advisory
Capital Solutions Group was established as a New York City independent boutique wealth management firm in 2002 to offer a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients as family, maintain the utmost commitment to the highest standard of fiduciary duty and, unlike other firms, take your financial success personally.
Our hyper-personalized approach brings together financial planning, investment management and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.
