Considering the tumultuous recent history of financial markets, gaining control of your financial future can feel like a daunting task. In fact, a just-released study from the National Seniors Productive Ageing Centre, an Australian-based study that was co-authored by an American professor, found that nearly half (46%) of participants expressed “mild” anxiety about talking to a financial adviser while one in four expressed “moderate” to “severe” anxiety. Despite those initial reservations, however, there is no doubt that gaining control of your finances is an essential component in creating a happy, safe, and sane future.

It's no surprise, then, that Dan S. Levin, the Executive Vice President of Wealth Management at 1776 Capital Management Group in Yardley & Blue Bell, sites “Trust and Integrity” as the basis for the company's success. Earning that trust has taken years of dedication and hard work from the talented team at 1776, led by founding member Dan Levin and anchored by senior client associate, Kathy Dougherty.

We couldn't help but wonder, though, “With 1 in 4 people experiencing moderate to severe anxiety about discussing their finances, how does 1776 Capital Management create such a strong sense of comfort and security for their clients?” Our discussion led to many answers, but it was one statement that made it abundantly clear why 1776 has earned the trust of our community.

Daniel S. Levin, CIMA®
Executive Vice President – Wealth Management

Their expertise is undeniable. Dan knowledgeably began by explaining some of the components of 1776's winning philosophy – emphasis on high quality investments placed in reduced risk, tax efficient portfolios. Mr. Levin passionately discussed the importance of creating portfolios that are specifically designed to meet a client's retirement income goals, goals that 1776's team of experts constantly revisits and reassesses in order to accomodate the ever-shifting financial markets.

And, of course, there are the highly-cultivated relationships that 1776 maintains with their clients. Keeping a controlled, select group of clients ensures that 1776 can provide each client with personalized attention- whether it's meeting one-on-one for a status update on their portfolio, attending a specially orchestrated event at the Union League featuring top tier strategists, or even receiving their informative newsletters. Clients can always access the latest information.

Their community service initiatives are admirable as well; Dan was the former president of the Bucks County Chapter of the Fox Chase Cancer Center and has also worked with A Woman's Place, Bucks County's only domestic violence organization.

However, despite all of these fantastic points, the answer turned out to be quite simple. About halfway through the conversation, with a sense of humble gratitude, Dan shared what he called a high-point in his career, “One of my clients was able to pay for his daughter's tuition at Princeton thanks to our help managing his money.”

Hearing the genuine joy that Dan expressed at his client's achievement made it abundantly clear why clients trust 1776 with their financial future. It's no doubt the same spirit that led Janney Montgomery Scott to vote Dan to their prestigious Financial Advisory Council; that consistent characteristic that anchors 1776's three year recognition as a Five Star Wealth Manager.

The anxiety that so many people experience while planning their financial future is replaced with confidence for Dan's clients at 1776.

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