Capstan Financial Consulting Coming to Downtown Wellen

Business

Capstan Financial Consulting Group is expanding to Wellen Park. The independently owned and operated Sarasota-based firm will occupy a 4,500-square-foot, second floor office in Downtown Wellen, the social hub and gathering spot for residents of Wellen Park and the surrounding region. Currently under construction, the first phase of Downtown Wellen is expected to open during the
fourth quarter of 2022. Capstan Financial has already established a presence in Wellen Park, operating from temporary office space at 19503 S. West Village Parkway Suite A4 until the new building is completed. Managing Partner Matt DePalma said the location will employ about a dozen people and have offices for eight advisors, a 1,000-square-foot patio and two conference rooms, including one in a turret. Started by DePalma and Bill Marsh in 2010, Capstan is a boutique financial consultancy, managing $1 billion in client assets as of March 2022. The firm provides retirement, estate and education planning, wealth management, investment plans and employee and executive benefits. DePalma said Capstan is currently recruiting advisors and support staff. For more information on Capstan Financial Consulting Group, call 941-477-5300 or visit capstanfinancial.com.

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