Philip J. Capell

PHILIP J. CAPELL, CFP®, JD, MS in Tax, currently serves as Senior Vice President at Wealth Enhancement Group, an independent financial planning firm, since April 2024. Prior to this role, PHILIP was the CEO and a Retirement Planning Specialist at Piermont Wealth Management from October 2000 to March 2024, where services included goal identification, financial plan creation, portfolio management, and client relationship support. Before that, PHILIP was a law partner at Capell & Vishnick LLP from 1991 to 2000, focusing on Tax, Retirement, and Estate Planning, as well as Trust and Estate Administration. Educational qualifications include a BS in Industrial Labor Relations from Cornell University, a JD from American University, and an MS in Taxation from Pace University.