Jack, Ethan and the team at Applied Capital have been nothing short of spectacular during my 8 year tenure with them serving as my financial advisors. They have helped set my family on a path for short and long term financial stability, growth and success.
The team is always responsive and informative to any questions I need answered and help ensure that I understand the different strategies and approaches we can take for my families financial future. They take a very hands on approach for their customers and are very attentive to my needs and concerns.
I could not be more pleased with their professionalism, planning and investment expertise, customer first mindset, stewardship approach to investment and financial management, and overall success in returns on our investment portfolios. They offer a variety of different products and approaches that can be uniquely catered to those who may just be starting on their savings journey, starting a family, or those that have already amassed substantial wealth and have a need for tax advantaged outcomes for their portfolios.
Whatever your situation might be, I can assure you that the team at Applied Capital can meet your needs and help guide and support you in growing your wealth, setting up a financial plan for your specific goals and creating sustainable financial success and independence that meet your specific goals!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.