What began as a solo practice in the 1990s has transformed into a dynamic team of financial advisors, all committed to providing outstanding client experience for business owners and high-net-worth clients.
Key Milestones
1990s
Gary Alcaraz, CIMA®, CPWA®, Managing Director - Investments begins his investment career with Kidder Peabody in New York and joins Prudential Securities, which later becomes Wells Fargo Advisors.
2010s
The Eastern Shore Office of Wells Fargo Advisors is established to serve this distinctive region of Virginia. The team expands and rebrands as the Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors.
2020 – 2024
The team continues to grow and celebrates 30 years as Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors.
2021
Grant Chapman, CFP®, Managing Director – Investments, comes on board.
2024
Rebranded as Bold Capital Wealth Management Group of Wells Fargo Advisors.
Our team is intentionally structured with a blend of senior and next-generation advisors who can help provide industry leading support for our clients. We place strong emphasis on credentialed professionals at every level. This approach helps ensure that we do not rely on a single senior advisor but rather offer our clients a deep bench of expertise and guidance from a diverse group.
Our Credentials
CFP® (CERTIFIED FINANCIAL PLANNER®), CIMA® (Certified Investment Management Analyst®), CPWA® (Certified Private Wealth Advisor®), PIM® (Private Investment Manager®), RPAP (Retirement Plan Advisor Program), MBA (Master of Business Administration) and CFA (Chartered Financial Analyst) – reflect our dedication to professional excellence and ongoing education. These qualifications equip us to meet diverse financial needs, helping ensure clients' interests are handled by skilled professionals.
