Capitol Estate Strategies

A 20 year advanced planning advisor positioned to leverage one of the most phenomenal opportunities to present itself in many decades.

  • Stage $500K in TTM Revenue
  • Industry Financial Services
  • Location Richmond, VA, USA
  • Currency USD
  • Founded March 2013
  • Employees 2
  • Website estatepln.com

Company Summary

Capitol Estate Strategies provides advanced planning solutions to closely held businesses, professionals and High Net worth individuals. The focus of the solutions provided are in the areas of business succession planning, charitable giving and estate planning strategies. This combination of extensive experience and industry independence is very important as the U.S. is in dramatic need of such advisors to serve a rapidly growing market segment

Team

  • Darren Vita, CLU, ChFC
    Managing Principal

    Darren Vita serves as the Managing Principal of Capitol Estate Strategies. A graduate of Villanova University, Darren has more than 20 years of experience in the financial services industry. Darren began his career at JHFN 1989. Darren has held various leadership roles, including VP of National accounts and has sold multi-million dollar solutions to Fortune 50 institutions, including Capitol One, MBNA/Bank of America, AT&T and Sallie Mae.

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