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Capital Guardian opens West Palm office

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Investment brokerage firm Capital Guardian has opened its West Palm Intracoastal Family Office.

Jeffrey Eagle, Jack Kaplan and Paul Vattiato will serve as directors.

The new firm focuses on the realities of transitions, longevity and successful aging.

Scott Youngberg, a sole practitioner has also joined the firm and will be maintaining his standalone practice. Ingrid Watterson is the administrator of client experience and office manager.

Vattiato says: "Our vision is to grow our practice to be the ‘go to’ resource in providing education, advisory excellence and pragmatic solutions in this new decade of challenge, brought forth with dignity, professionalism and passion.”

"Capital Guardian is very excited to have such a talented and experienced group of professionals to build the foundation of our West Palm office. We expect to add another four to six quality advisers to this office over the next six to 12 months," says Tony Montanari (pictured), director of business development for Capital Guardian.

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