Seventy2 Capital Wealth Management

Seventy2 Capital Wealth Management Seventy2 Capital is a growth-oriented wealth management practice dedicated to achieving client goals.

We believe combining the benefits of independence with our “can do, will do” attitude, optimizes client outcomes.

Seventy2 Capital offers a robust internship program for college students interested in wealth management and related fie...
08/19/2026

Seventy2 Capital offers a robust internship program for college students interested in wealth management and related fields. Hear from Robin Brino, our Marketing Intern, about her experience this summer in our latest Life at Seventy2 Capital blog post!
https://www.seventy2capital.com/summer-internship-reflection/

Thank you to our Bethesda Wealth Management Interns for your work at our HQ this summer!
08/18/2026

Thank you to our Bethesda Wealth Management Interns for your work at our HQ this summer!

TODAY AT 7 PM ET: Join Seventy2 Capital to learn about long-term care solutions from Kiera McNamara, Life Insurance & LT...
07/29/2026

TODAY AT 7 PM ET: Join Seventy2 Capital to learn about long-term care solutions from Kiera McNamara, Life Insurance & LTC Sales Specialist at Brighthouse Financial. Learn more and join the webinar here>>

https://www.seventy2capital.com/client-webinar-ltc/

Hear from our CEO & Co-Founder, Paul Carlson, on Seventy2 Capital's accomplishments so far in 2026! https://engage.wf.co...
07/27/2026

Hear from our CEO & Co-Founder, Paul Carlson, on Seventy2 Capital's accomplishments so far in 2026! https://engage.wf.com/aNZr34

Seventy2 Capital congratulates the following team members on being named as AdvisorHub Advisors to watch!• Jim McCarthy ...
07/17/2026

Seventy2 Capital congratulates the following team members on being named as AdvisorHub Advisors to watch!

• Jim McCarthy – Executive Market Director, Red Bank – #247 on Advisors To Watch (Over $1B)
• Steve Otten – Executive Vice President & Financial Advisor – #263 on Advisors To Watch (Under $1B)
• Donald Dearie – Executive Vice President & Financial Advisor – #320 on Advisors To Watch (Under $1B)

2026 AdvisorHub 250 Advisors over 1 $1Bil to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 – 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 250 Advisors over $1Bil to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria.
2026 AdvisorHub 400 Advisors under 1 $1Bil to Watch: Awarded June 2026; Data compiled by AdvisorHub based on the time period from 12/31/24 – 12/31/25 (Source: AdvisorHub). The 2026 AdvisorHub 400 Advisors under $1Bil to Watch rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. https://engage.wf.com/aL5p_u

Join Seventy2 Capital on Zoom Wednesday, July 22 at noon as our Chief Investment Officer, Mike Levitsky, shares his pers...
07/10/2026

Join Seventy2 Capital on Zoom Wednesday, July 22 at noon as our Chief Investment Officer, Mike Levitsky, shares his perspective on the current state of the economy and markets, reviews the first half of 2026, and looks ahead to what may drive markets through year-end. Topics may include:

• A review of the first half of 2026 across the markets & revisiting our January themes for the year
• Catalysts for markets in the second half – Mid-terms, Fed policy, and Earnings
• Reviewing the AI investment Cycle

Learn more >> https://engage.wf.com/aI4PQr

Independence is one of the most used — and most misunderstood — words in wealth management. It gets thrown around in rec...
07/09/2026

Independence is one of the most used — and most misunderstood — words in wealth management. It gets thrown around in recruiting pitches, on websites, and in conference keynotes. But in reality, independence is not a marketing slogan; it is an operating model. And the distinction matters enormously — for advisors, for clients, and for the operations professionals who make it all work. Learn more in the latest blog by our COO, Craig Martin. https://engage.wf.com/aDTrXC

Wishing you a safe and joyful 4th of July!
07/04/2026

Wishing you a safe and joyful 4th of July!

Address

7200 Wisconsin Avenue, Suite 903
Bethesda, MD
20814

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