Capital Planning, LLC
(425) 643-1800
10900 Northeast 4th Street Suite 2300, Bellevue, Washington, 98004
Business hours
| Monday | 7:30am to 4:00pm |
| Tuesday | 7:30am to 4:00pm |
| Wednesday | 7:30am to 4:00pm |
| Thursday | 7:30am to 4:00pm |
| Friday | 7:30am to 4:00pm |
About us
From the beginning, one of Capital Planning's guiding principles has been to deliver independent and unbiased advice to assist our clients as they navigate through significant life decisions that impact their wealth. Our clients rely on our experience and time-tested strategies to help guide them through major life events such as retirement, the sale of a business, or planning their family legacy. Our senior advisors have an average of over 25 years of wealth management experience and have been with Capital Planning for an average of 15 years. This provides our clients with confidence in the commitment and stability of our advisory team.