About Capital Planning Wealth Management

Capital Planning Wealth Management is a financial planning firm that offers personalized service to its clients. With a team of experienced professionals, including Annie and Rob, the company helps individuals and families navigate various financial aspects, such as building homes, buying cars, retirement investing, and college planning. The onboarding process is smooth, and the team takes the time to understand clients' goals and create customized plans to maximize upside, limit taxes and risk. The firm's approach is marked by honesty, hard work, and a focus on building strong relationships with clients. Many clients have praised the team for their professionalism, kindness, and genuine support, especially during challenging times. They listen carefully to concerns, respect individual risk tolerances, and provide thoughtful guidance on managing money, which can often be an anxiety-inducing process. Clients appreciate the responsiveness and trustworthiness of the team, feeling confident and well-prepared for their financial future. The firm's integrity and expertise give clients peace of mind, whether they are planning for retirement or other financial goals.

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Reviews for Capital Planning Wealth Management

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Mar 2026
I recently retired and have been working with Capital Planning Wealth Management for the past three years in preparation for it. The whole team has been very helpful providing assistance with Medicare, consolidation of retirement accounts, and advice on distributions. I trust their expertise and would recommend Capital Planning to all of my friends.
Nov 2025
Everyone we have dealt w/ over the past approximately 20 yrs, starting w/ Jack Sullivan, have been excellent. Competent, caring, well-informed, knowledgeable, willing to go the extra mile when necessary. My husband and I would highly recommend using this company to anyone needing financial assistance of any type.
Oct 2025
My wife and I whole-heartedly recommend the entire team at Capital Planning...as they have completely transformed our financial future. They excel at what they do...educating us along the way and guiding us towards our projected early retirements. Our advisor Rob is always immediately responsive to our inquiries and concerns, cares about our family and our future, and has a command of his trade. We're so glad we were recommended to Capital Planning...and proudly pass on that recommendation to others in search of solid and sound financial guidance that always has your best interest at heart.

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Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 4PM
Saturday: ClosedSunday: Closed

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Location

4505 Saucon Creek Rd Ste #100, Center Valley

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