Our core values are deeply embedded into our culture and are the root of our team’s faith and belief systems. Our commitment to these values enable us to create deep, trusting relationships with our clients and drive our sense of duty toward creating meaningful impact in all areas of their lives.
Founder & CEO
Founding Partner & Managing Director
Partner, Director of Business Management
Partner, Portfolio Manager & Director of Operations
Director, Financial Planning
Partner, Digital & Client Experience
VP, Business Development
CFO, Chief Accounting Officer
Ryan Wertman, ESQ
Our Community of Advisors
We’re gathering a unique group of board members and advisors to collaborate with us on strategy and spark ongoing innovation. Our goal: remain agile and continuously adapt so we can exceed client expectations and remain accountable on our commitment to providing best-in-class service and advice.
Let’s keep in touch. We’ll share the latest Procapita news and keep you up to date on how we’re
viewing the world.