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

Topic
PDF
One of the main goals we all share is to retire one day. However, many people have certain misconceptions that stand in the way of preparing for retirement. When planning for the day you no longer must work ever again, it is important to have the correct information for your situation.  
3/24/2024

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