Philip J. Capell
Senior Vice President, Financial Advisor
CFP®, J.D.
Contact Philip
Team Office
Philip’s Locations
Boca Raton, FL 33431 (561) 680-6625
Melville, NY 11747 (631) 454-1585
About Philip
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
Newsroom and Resources
View AllWealth Enhancement Group Announces the Addition of Piermont Wealth Management Inc., an Independent RIA with Over $226 Million in Client Assets
Protecting Your Children’s Future With A Trust
5 Common Retirement Myths
3 Enticing Benefits of A Roth Conversion For High-income Earners
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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(Weekdays 8am–6pm Central)
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