Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Cape Atlantic Private Wealth Advisors
Team photo for Cape Atlantic Private Wealth Advisors

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Our advisors

Advisor photo for Frank Faverzani

Frank Faverzani

CFP®, MBA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Frank Faverzani Visit Frank Faverzani's website
Advisor photo for Tim Davis

Tim Davis

CFP®, CRPC

Financial Advisor

Vice President of Cape Atlantic Private Wealth Advisors
Learn more about Tim Davis Visit Tim Davis's website
Advisor photo for Allyson Procaccini

Allyson Procaccini

Associate Financial Advisor

Learn more about Allyson Procaccini Visit Allyson Procaccini's website


Our team

Krista Muller

Krista Muller

Paraplanner

Katelyn Strassner

Katelyn Strassner

Administrative Assistant