Sheri Martellucci's Contact Details

Sheri Martellucci's Company Details

Capital Planning Wealth Management

Center Valley, PA, US • 20 - 49 Employees
Financial Services

Our FirmCapital Planning is an independent wealth management firm founded in 1994 by Jack Sullivan and Dave Bahnick. As a team, Capital Planning provides comprehensive wealth management services to a diverse clientele. Our focus is to "understand what is important to our clients and plan their money around it".Through, LPL Financial, the nation's largest independent broker dealer, Capital Planning, is able to offer its services on a fee basis. LPL Financial does not have any proprietary investments, nor does it conduct investment banking. We abide by strict fiduciary standards with unbiased research and investment recommendations.Securities offered through LPL Financial, member FINRA/SIPC.Investment Advice Offered Through Private Advisor Group, a Registered Investment Advisor and Separate Entity from LPL Financial.Financial Planning Services Offered Through Capital Planning Wealth Management, a Registered Investment Advisor.Capital Planning Wealth Management is a separate entity from LPL Financial.The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, GA, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV.Third party posts found on this page do not reflect the views of LPL Financial as to accuracy or completeness.