Aubrey Garcia
Shippensburg

1871 Old Main Dr

Shippensburg, PA 17257

+1 (717) 901-1030
aubgarcia@capitalwealth.com

About Aubrey Garcia

Aubrey Garcia is a Financial Advisor currently based in Shippensburg, PA. With over 17 years of experience in the field, Aubrey brings a wealth of knowledge and expertise to her clients. She holds a certification as an Estate Planning Law Specialist (EPLS), which allows her to provide comprehensive financial planning services. In addition to her professional pursuits, Aubrey has a passion for dancing and language learning. She finds joy and fulfillment in these hobbies outside of the office, enhancing her ability to connect with people from various backgrounds and cultures. Aubrey's dedication to helping individuals achieve financial success, coupled with her diverse interests, makes her not only a skilled advisor but also an engaging individual committed to lifelong learning.

Insights

August 7, 2023

Wealth Management Strategies for High Net Worth Clients

Discover effective wealth management strategies tailored for high net worth clients seeking to protect and grow their assets. Delve into the intricacies of diversification, tax planning, estate planning, and investment options to optimize financial success. Learn from experts in the field as they share insights and practical tips to help high net worth individuals navigate the ever-changing landscape of wealth management. Uncover innovative approaches that align with your unique goals and circumstances, ensuring a solid foundation for long-term prosperity.

September 11, 2022

Sustainable Investing: Aligning Values and Portfolios

Discover the power of sustainable investing and how it allows individuals to align their values with their investment portfolios. Dive into the world of socially responsible investing, exploring strategies that promote both financial growth and positive environmental or social impact. Learn how investors can make a difference by supporting companies focused on sustainability while enjoying potential returns on their investments. Explore the concept of aligning values with portfolios in this insightful article about sustainable investing.

July 14, 2022

Understanding Cryptocurrencies: Risks and Rewards

Explore the world of cryptocurrencies and unravel the risks and rewards associated with them. Gain insights into this digital currency phenomenon that has taken the financial markets by storm. Discover how technologies like blockchain have revolutionized transactions, while learning about the potential dangers involved in investing in this volatile market. Dive into this comprehensive guide to understand cryptocurrencies better and make informed decisions when venturing into this exciting realm.

November 21, 2022

Building a Diversified Real Estate Portfolio

Learn how to build a diversified real estate portfolio to maximize your investments. Discover the strategies and key considerations for selecting properties across different locations, types, and risk profiles. Enhance your knowledge of asset allocation, rental income generation, and effective property management techniques. With expert insights and practical tips, unlock the potential of diversification in real estate investment to achieve long-term financial growth and stability.

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Let's Talk

We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.

+17179011030
aubgarcia@capitalwealth.com
Request a Meeting