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About

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About 

Why Choose Capitalize Wealth

Capitalize Wealth Management, LLC specializes in the utilization of alternative investments to defer and mitigate personal and business tax liabilities.  Whether you are planning on selling an investment property, an appreciated asset or business, or trying to reduce your tax liability on your income, we have the expertise and investment offerings to assist. We have assisted hundreds of high-net-worth clients in deferring, reducing, and potentially eliminating capital gains taxes, as well as helping taxable liability associated with their ordinary income.

The way you manage your money and the way you pursue your purpose go hand in hand. This belief shapes everything Capitalize does. It shapes how we listen before assuming what path is best for each client.

At Capitalize, we understand that each client has different investment goals, and that our ultimate success is found in finding the investment that achieves those goals whilst allowing you to live your fullest life.

We founded Capitalize to help investors understand the importance of integrating alternative investments that have lower volatility into their portfolios.

Reasons to work with our firm 

  • Experience
  • Relationships
  • Operational/Technological Expertise
  • Customizable Solutions
  • Specialists in tax deferral/mitigation strategies and alternative asset investing
  • Access to one of the most extensive and robust menus of alternative and tax mitigation offerings in the USA.

We would love to work with you

We would love for you to work with us to Capitalize on the newfound access to alternative investments and to Capitalize on the years of expertise that our management team has in the alternative investment industry.

MEET THE TEAM 
Wolfgang-Suess

Wolfgang Suess

CEO 7 Founder

Wolfgang is CEO and Founder at Capitalize Wealth Management, LLC. With over 28 years of experience in capital markets, real estate and wealth management, he has a vast amount of knowledge in portfolio management, institutional alternative assets, and tax mitigation strategies. After receiving a finance degree from DePaul University, he held membership seats on the Chicago Board of Trade and Chicago Board of Option Exchange where he had success as a derivatives trader and hedge fund portfolio manager.

He specializes in tax mitigation strategies aimed at reducing personal tax liability related to both passive and active income, as well as short and long-term capital gains. He routinely speaks on these topics and provides continuing education on tax mitigation to Bar Associations, CPA and Law firms, Real Estate brokerages, and investor groups. Wolfgang has personally utilized many of these strategies – including 1031 Exchanges and Opportunity Zone Funds – as both an active and passive real estate investor. Additionally, he has personally invested and raised capital for many private equity real estate offerings throughout his career – ranging from ground up development projects to fully stabilized assets. He is a consistent top producer – relying on recurring business and referrals from satisfied clients to grow his business.

After spending most of his life in Chicago, he now resides in Beacon Hill, Boston and is active in the community – donating his time and resources to several neighborhood organizations and cancer research charities. Wolfgang is an avid traveler and enjoys hiking, deep sea fishing, playing golf and tennis, and exploring New England with his wife Lindsye and Bernadoodle Millie.

Areas of Expertise: