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Dedicated to Developing Personalized Financial Planning & Wealth Management Solutions


Empowering You to Live a Life of Prosperity By Making Smart Financial Decisions

For over 25 years we have partnered with our clients to help them live a life of prosperity. As fiduciaries, we help you define your unique circumstances and goals, then create a plan that works for you. As an independent firm, we offer a full range of financial services to high-net-worth individuals, families and businesses.

What’s Your Defining Moment?

Making the decision to live a prosperous life is a defining moment. As fiduciaries, we help you determine yours. We then build a financial plan and investment portfolio that prioritize your needs and objectives. As an independent firm, we have the flexibility to find the solutions that work for you. Simply put, our job is to help you Live a Life of Prosperity.

Prosperity

(NOUN).


A successful, flourishing or thriving condition, especially in financial respect.

Herr Capital Management

(VERB).


Your resource to obtain a successful, flourishing or thriving condition, especially in financial respect.

Our Service Promise

Teamwork

We promise to be on your team. With Herr Capital, you are hiring a firm with multiple advisors working together, focused on helping you on your path to prosperity. 

Accuracy

We promise to research and ensure any information we provide you is timely, accurate and pertinent to you.


Proactive

We promise to be proactive in developing, monitoring and bringing you new ideas to achieve your goals.

Competency

We promise to only work within our expertise and to consult with outside experts when necessary.

We Are Fiduciaries Committed to Helping You Live a Life of Prosperity.


Learn More About How We Help