Remembering those who paved the way

In Memory of Paul Capeloto

Paul Capeloto's career was a testament to his passion for finance and commitment to his community. A proud alumnus of the University of Washington's Foster School of Business, Paul laid the groundwork for his impressive career in finance. His early days as a Certified Public Accountant with Moss Adams laid the foundation for his deep understanding of financial intricacies.

Driven by his vocation for financial advisory, Paul transitioned from accounting to become a distinguished financial advisor. His approach was always client-centric, focusing on understanding each individual's unique situation and tailoring advice to suit their needs. This dedication stemmed from his personal experiences and his genuine empathy for others.

An avid golfer and tennis player, Paul believed in the balance of a healthy, active lifestyle alongside professional dedication. His love for wine and games like dominos were well-known among his friends and family, showcasing his appreciation for the finer things in life and the joy of simple pleasures.

Paul's love for animals was another facet of his compassionate nature. He believed in the importance of family and friends, investing as much time and energy in his personal relationships as he did in his professional ones.

As a financial advisor, Paul's legacy is not only in the success he brought to his clients but also in the lasting impact he made on their lives. He was more than a consultant; he was a trusted advocate, a friend, and a guide through the complexities of life and finance. Paul Capeloto will be remembered for his professional acumen, personal warmth, and the genuine care he extended to all who knew him.

Paul Capeloto

Our approach is anchored in the legacy and teachings of Paul Capeloto. Growing up with a father like Paul instilled in me a deep understanding of financial advising. His enduring principles are the foundation of our strategies.