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At Wachtel Capital Advisors, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

Our team of financial professionals can help you address:

Investing principles and strategies

Retirement investing and distribution strategies

Estate conservation issues

Risk management

We also can answer your questions, including:

Can I retire early?

Are my investments working hard enough?

What’s the best approach for college savings?

What are the elements of a sound estate strategy?

Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Harold F. Wachtel, Jr.




Harold F. Wachtel, Jr. has been advising investors professionally since 2002. He has held positions with several major firms including JP Morgan Chase, Guardian/Park Avenue Securities, Prudential Financial and the ultra-affluent...
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