About
In 2024, Phil brought his 24+ years of financial services experience to Wealth Enhancement Group. Phil started his career in 1990 as an attorney focusing on estate, gift and income tax planning and practiced law for over a decade. In 2001, Phil launched Piermont Wealth as a fiduciary wealth management firm for high-net worth individuals and families. His background as an attorney with a master’s in taxation enhances the comprehensive financial advisory services he provides to clients.
In addition to spending time with his family, Phil enjoys daily exercise, adventure travel, and golf. He has completed various marathons nationwide and is an Ironman triathlon finisher. Phil supports Relay for Life, the Scleroderma Research Foundation as well as other charitable organizations while residing in Boca Raton, Florida.
Education
- BS, Cornell University
Resources from Philip J. Capell
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation