Broker Check

Meet The Team

A Generational Wealth Management Group

With over a combined 120 years of experience, our team places an emphasis on preserving a legacy as a financial professional and with the families we serve.

Bob Joseph

Financial Advisor

Bob grew up in Boston, MA.  While attending Bentley College he was employed at a local brokerage firm and began to learn the many facets of the securities business, including operations and back-office management.

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Claire Soja

Financial Advisor

Prior to Claire joining Capitol Securities Management, she was Vice President and portfolio manager at Winslow, Evans and Crocker from 2014 until the firm was bought out.  She served for nine years beginning in 2005 at Detwiler...

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John Cahill, Esq.

Financial Advisor

John works with successful families on retirement planning, comprehensive wealth management strategies, generational wealth transfer and comprehensive estate planning strategies.  As a fellow retiree from the public sector, John...

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Robert Joseph Jr.

Financial Advisor

Rob grew up in Franklin, MA and attended Boston College. His father was an advisor during this time and Rob spent high school summers and college breaks interning with him. This is where he developed a love for the business and...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.