Cantor Fitzgerald Wealth Partners Acquires Capital Planning Advisory Group

NEW YORK, July 29, 2014 /PRNewswire/ -- Cantor Fitzgerald Wealth Partners, LLC, an affiliate of Cantor Fitzgerald serving the private wealth management market, has agreed to acquire the business of Capital Planning Advisory Group, a Registered Investment Adviser led by George N. Luciani, CFP® President. Capital Planning Advisory Group (CPAG) is based in Yardley, Pa. and is Cantor Fitzgerald Wealth Partners' third acquisition in Pennsylvania and second in the Greater Philadelphia market. Joining Luciani from CPAG will be VP Financial Planner Annie Stiles, CFP, Client Service Associate Caren Habermehl and Office Manager Dorie McCarthy.

"George and his team at Capital Planning Advisory Group bring a culture of client service and objective wealth management advice, which mirror Cantor's own commitment to our clients," says Stan Gregor, co-CEO of Cantor Fitzgerald Wealth Partners. "The addition of George's office to our firm will allow us to further our organic and recruitment-oriented growth efforts in the Greater Philadelphia market."

"We continue to methodically look for partner firms that meet our high standards for quality and growth potential as we build out our Cantor Fitzgerald Wealth Partners platform," said Shawn P. Matthews, Chief Executive Officer of Cantor Fitzgerald & Co. "Capital Planning Advisory Group, its investment philosophy, offerings and experienced team will certainly complement Cantor Fitzgerald Wealth Partners' existing footprint in the market."

"Cantor Fitzgerald Wealth Partners is a well-known and respected brand that is quickly establishing itself as one of the top wealth management and private client firms in the U.S.," said Capital Planning Advisory Group's Luciani. "The resources that Cantor makes available to its advisors is what drew me to the firm. They will allow me and my team to deliver additional services to our clients, which we have been providing since 1988,while enhancing the value we currently provide." 

Cantor Fitzgerald Wealth Partners, an affiliate of Cantor Fitzgerald & Co., serves the private wealth market. In addition to its partnership structure, Cantor Fitzgerald Wealth Partners provides its advisors with an expansive suite of products and services, as well as access to Cantor Fitzgerald's services reserved for Cantor's large institutional clients.

About Cantor Fitzgerald
Cantor Fitzgerald, a leading global financial services group at the forefront of financial and technological innovation has been a proven and resilient leader for over 65 years. Cantor is a preeminent investment bank serving more than 7,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, prime brokerage, and commercial real estate finance and for its global distribution platform. Cantor Fitzgerald & Co. is one of 22 primary dealers authorized to trade U.S. government securities with The Federal Reserve Bank of New York. Cantor Fitzgerald's 1,600 employees serve clients through over 35 locations, including major financial centers around the world in the Americas, Europe, Asia/Pacific, and the Middle East. For more information please visit www.cantor.com.

Note to Editors: Cantor Fitzgerald, L.P., led by Chairman and Chief Executive Officer Howard W. Lutnick, is the parent entity of Cantor Fitzgerald & Co., led by Chief Executive Officer Shawn P. Matthews, and Cantor Fitzgerald Wealth Partners, LLC.

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SOURCE Cantor Fitzgerald Wealth Partners, LLC