Capella Wealth Management
Who We Are
Managing Partner and Founder of Capella Wealth Management, Mark A. Axmacher, is a client-focused wealth manager who brings sophisticated advisory services to individuals, families and institutions through holistic financial planning and investment management. Through technology and strategic partnerships, Capella Wealth Management can deliver valuable solutions without imposing restrictive investment minimums.
Capella Wealth Management strives to create effective and comprehensive wealth accumulation, preservation and transfer strategies for its global clientele.
Capella Wealth Management was founded on the core belief that clients should receive conflict-free advice with the utmost integrity and full transparency, be well-informed of the impact of their investment and planning decisions and be served in a holistic, client-centric model.
Check the background of brokers at this firm on FINRA’s BrokerCheck.
What We Do
Our holistic investment management and planning services will help you and your family build, maintain and ultimately transfer wealth in strategic alignment with your personal goals.
Learn more about our customized approach and diverse investment strategies.
- Asset & Portfolio Management
- Alternative Investments
- Education Planning
- Cash Flow Management
- Distribution-Focused Investment Strategies
- Retirement Planning
- Business Succession
- Insurance Planning
- Multi-Generational Planning
Our Broker Dealer: LPL Financial
Capella Wealth Management utilizes LPL Financial so our clients receive objective market research, compliance oversight, innovative technology, investment protection and so much more.
Learn more about the Power of Affiliation with LPL Financial
Strategic Alliance with SEI
To deliver options that enable individual investors to benefit from institutional money management expertise, we work with SEI, a leading global provider of wealth management solutions. For more than 40 years, SEI has created innovative solutions to meet the needs of managing wealth.