Philip J. Capell
Tax-Aware Investment Advisor
Tax-aware investing focuses on maximizing generational wealth rather than just pre-tax gains, by using strategies like long/short equity investing, asset location and other techniques permitted by the Internal Revenue Code to minimize tax liabilities.
That’s where Philip J. Capell can help.
He is a tax-aware investment advisor and former tax attorney who brings more than 25 years of financial services experience to Wealth Enhancement in Boca Raton. He works with ultra-high net worth families who are facing significant income tax situations or large estate tax exposure.
While the firm’s investment team, comprised of about 40 professionals, has done a great job at stock selection and asset allocation, “it’s our use of various tax strategies that can provide an additional after-tax investment benefit and multigenerational wealth.”
Capell’s client philosophy is simple. “Be proactive, be transparent and never let a client be surprised, especially when it comes to taxes or major financial decisions. I believe clients deserve clarity and strategy, not complexity. My job is to simplify decisions, communicate clearly and help my client achieve their financial objective.”
The native New Yorker earned his bachelor’s degree from Cornell University. He went on to become a tax partner in a law firm focusing on estate, gift and income tax planning for over a decade. He then started his own investment advisory firm in 2000 which he sold to Wealth Enhancement in 2024.
Wealth Enhancement is one of the largest independent advisory firms in the country. The firm manages about $140 billion in client assets, has over 1,900 employees and services over 90,000 households. Capell says their back-office support staff allows him and his team to provide investment, tax and estate planning services at a high level.
Capell and his team have always had a client-first mentality. He says, “Take care of the client and everything will work out fine.”
But when he isn’t helping his clients, Capell is an avid health and wellness fanatic. He is an Ironman triathlete, multi-marathon finisher and former Division 1 tennis player.
His background as an attorney with a master’s in taxation and certified financial planner enhances the comprehensive financial advisory services he provides to clients.
“We’re in the people-helping business. It’s rewarding watching clients meet their investment goals.”
Wealth Enhancement, 2255 Glades Road, Ste. 324A, Boca Raton, 561-680-6625, pcapell@wealthenhancement.com, wealthenhancement.com/location/boca-raton-fl
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
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