Our Story
It all started from an idea of partnering with other financial advisors who collectively could provide a better experience for their clients. What began as a one man practice has now grown to a team of nine, led by four Financial Advisors with a combined 128 years of experience and $2.4 Billion in assets under management.
2024 Bold Capital Wealth Management introduced as new name
2023- Nicole Hogan joins the team as a financial consultant
2023 Alcaraz Fisher Justis Wealth Management celebrates 30th Anniversary.
2021 Grant Chapman, Financial Advisor joins the group.
2010 The team rebrands itself as Alcaraz Fisher Justis Wealth Management Group of Wells Fargo Advisors.
2008 Ann Justis joins the team as a Financial Advisor to manage the Eastern Shore office.
2007 The existing Eastern Shore Office of Wells Fargo Advisors is acquired by the team to serve this distinctive part of Virginia.
2006 Hunter Fisher joins the team as a Financial Advisor.
2003 Gary forms one of the first teams of experienced investment advisors in Virginia Beach, Virginia.
1998 Gary joins Prudential Securies, which evolves into Wells Fargo Advisors.
1993 Gary Alcaraz began his investment career with Kidder Peabody in New York.
