Designing Wealth To Answer Your
WHY
Invest in what matters to you
Purpose and Conviction
Now that you’ve built real wealth and know who you are, something is motivating you to seek professional financial advice. That feeling you have in your gut is a good thing. It’s teaching you that now you have serious wealth at stake.
Our process is intended for people ready to undertake a full-scale financial inventory of their economic landscape. Are you prepared to do the work to discover the full potential for the wealth you've worked hard to build?
Our CAP-3 Process
Listen to our co-founders Andre and Hilton as they share about our firms approach to planning and our CAP-3 investment process.
Andre LaPlante MBA, Certified Estate Planner
Andre co-founded Capital Design private wealth to deliver better financial advice that aligns with his clients values. Andre specializes in estate planning and investment management. Andre loves spending time with his wife Rachel and their 3 young girls. You can find them cooking, hiking, skiing or just hanging out at the beach together!
Hilton Kelly CRPC, CLTC, APMA
It was 1997, my dad decided to shudder his business and retire. It took more than two years to wind the company down; then, my dad moved back home to northern Maine to live. Within eight months of his move north, my dad's portfolio took a hit. He and my mom suffered losses in their portfolio of nearly 70%. Do you remember the "dot com" tech crash? It was more than a kick in the gut for my dad as it hurt his pride. Their portfolio never recovered, and the financial losses limited their lifestyle options for the remainder of their lives.
That's when I started to pursue a career in the world of finance. By the end of 2000, I had my credentials and was appointed with a national financial planning company. In 2003 I became an independent contractor, and in 2004 merged my practice with another advisor to start building a firm together.
In 2019 I left the firm I helped build with Andre and founded Capital Design Private Wealth. Working with my clients is the most rewarding part of the work we do as financial professionals, and I look forward to hearing your life's story if we share a course of our time together.
