Farrell Fortescue Wealth Group

Empowering Your Financial Experience with Expertise, Integrity, and Care

Michael Farrell, CFA®

Financial Advisor

Jim Fortescue

Managing Director

Annah Russell

Director, Client Service & Operations, Client Service & Ops

Ana Romero

Senior Registered Client Service Manager, Client Service & Ops

Tori Martinez

Client Service Associate

Chase Abshier

Financial Advisor

At U.S. Capital Wealth, our team aims to help clients achieve their goals through tailored, comprehensive wealth strategies.

Our Solutions

Holistic Wealth Planning and Advisory

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Tailored wealth strategies, expertly crafted to preserve and grow your legacy

Financial and Retirement Planning

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Comprehensive planning solutions aligned with your priorities

Investment Management

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Precision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.

Advanced Estate and Tax Planning Strategies

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Elevated estate and tax planning strategies that honor your intentions and secure your legacy.

Strategic Business Growth, Valuation, and Exit Planning for Business Owners

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Strategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.

Family Office Consulting

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Purpose-built solutions for structuring your family office to preserve wealth and family values across generations.

Ready To Schedule a
Discovery Meeting?

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Discover Our Team in …

New York, NY

Our New York Office
521 5th Avenue
12th Floor
New York, NY 10175
212-202-3093