Fogel Capital Management, Inc.

Fogel Capital Management, Inc. We are a full service investment advisory firm with a traditional approach to money management. Fogel Capital Management, Inc.

Fogel Capital Management is a full service Registered Investment Advisory firm with a traditional approach to money management. We provide investment services for family offices, individuals, corporations, trusts, guardianships and Native American tribes, as well as 401(k) and other employee benefit plans – with special experience in managing court appointed custodial accounts. is regularly appoin

ted by the New York State Supreme Court for the management of trusts and guardianships. Phone: 772-223-9686

Fogel Capital Management, Inc.
453 Riverside Drive
Stuart FL. 34994

Michael Fogel
President & CIO

Most people think the hardest part of estate planning is creating the trust.In reality, one of the most important moment...
06/25/2026

Most people think the hardest part of estate planning is creating the trust.

In reality, one of the most important moments comes later... when someone has to administer it.

Trust administration requires organization, communication, oversight, and thoughtful decision-making during what is often an emotional time for families.

The documents matter. But the ex*****on matters too.

06/23/2026

Summer question: If you took a month away from work tomorrow, would your financial plan continue to work without you?

True wealth isn't just about accumulation. It's about creating flexibility, freedom, and confidence in the future.

Graduation season is a reminder that every milestone marks both an ending and a beginning.For graduates, it’s the start ...
06/17/2026

Graduation season is a reminder that every milestone marks both an ending and a beginning.

For graduates, it’s the start of building a future; careers, decisions, and financial habits that will compound over time. For families, it’s often a moment to reflect on how quickly long-term goals become reality.

Whether it’s earning, saving, investing, or simply learning how to make intentional financial decisions early, the habits formed now tend to have an outsized impact later. Big milestones don’t just celebrate achievement, they signal the start of what comes next.

Congratulations to all the graduates stepping into their next chapter. 🎓

Most business owners think of retirement plans as an employee benefit. In reality, they can be a strategic tool for the ...
06/15/2026

Most business owners think of retirement plans as an employee benefit. In reality, they can be a strategic tool for the business itself.

From attracting and retaining talent to creating tax advantages and supporting long-term employee financial security, a well-structured corporate retirement plan can deliver value on both sides of the table.

We break down the key benefits in our latest blog.

👉 https://fogelcapital.com/2026/06/09/why-every-business-owner-should-consider-a-corporate-retirement-plan/

Guardianship is rarely something families plan for, but when needed, it becomes incredibly important.At its core, guardi...
06/12/2026

Guardianship is rarely something families plan for, but when needed, it becomes incredibly important.

At its core, guardianship is about protecting someone’s well-being, finances, and dignity during vulnerable moments.

Handled thoughtfully, it can provide structure and stability during uncertain times.

The Otto Stypmann House is more than just where our office is located, it’s a reminder that thoughtful craftsmanship and...
06/10/2026

The Otto Stypmann House is more than just where our office is located, it’s a reminder that thoughtful craftsmanship and long-term vision stand the test of time.

Surrounded by history and character, it reflects many of the same values we believe matter in wealth management: stewardship, preservation, and building with intention.

We’re proud to call this historic space home.

At a certain point, wealth can become surprisingly fragmented.Multiple accounts. Multiple advisors. Different strategies...
06/08/2026

At a certain point, wealth can become surprisingly fragmented.

Multiple accounts. Multiple advisors. Different strategies. Moving pieces that may or may not be coordinated.

The question becomes: Are you managing your wealth or is it managing you?

Between inflation concerns, interest rate uncertainty, and nonstop market headlines, it’s easy to feel like investing ha...
06/04/2026

Between inflation concerns, interest rate uncertainty, and nonstop market headlines, it’s easy to feel like investing has become a constant reaction to the news cycle.

But two of the most important reminders in today’s environment are these:
1. Short-term headlines change quickly.
2. Long-term financial goals usually don’t.

Periods of uncertainty often test discipline more than strategy. The investors who stay grounded in a thoughtful, long-term plan tend to avoid the costly mistake of making emotional decisions during temporary market noise.

The psychological shift that comes with retirement is one worth discussing. For years, the focus has been on accumulatio...
06/02/2026

The psychological shift that comes with retirement is one worth discussing.

For years, the focus has been on accumulation: saving, investing, building. Then suddenly, retirement requires a completely different mindset: learning how to transition from growing wealth to using it intentionally.

That shift can be harder than people expect.

A strong retirement plan doesn’t just prepare you financially for retirement. It prepares you mentally for what comes next.

At Fogel Capital, we believe thoughtful strategy matters more than constant reaction. Markets shift, headlines change, a...
05/29/2026

At Fogel Capital, we believe thoughtful strategy matters more than constant reaction. Markets shift, headlines change, and trends come and go but long-term planning should remain grounded in clarity, discipline, and purpose.

The goal isn’t complexity. It’s confidence in the decisions being made.

Address

Stuart, FL
34994

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17722239686

Website

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