Fogel Capital Management, Inc.

Fogel Capital Management, Inc. We are a full service investment advisory firm with a traditional approach to money management. Fogel Capital Management, Inc.

Fogel Capital Management is a full service Registered Investment Advisory firm with a traditional approach to money management. We provide investment services for family offices, individuals, corporations, trusts, guardianships and Native American tribes, as well as 401(k) and other employee benefit plans – with special experience in managing court appointed custodial accounts. is regularly appoin

ted by the New York State Supreme Court for the management of trusts and guardianships. Phone: 772-223-9686

Fogel Capital Management, Inc.
453 Riverside Drive
Stuart FL. 34994

Michael Fogel
President & CIO

The psychological shift that comes with retirement is one worth discussing. For years, the focus has been on accumulatio...
06/02/2026

The psychological shift that comes with retirement is one worth discussing.

For years, the focus has been on accumulation: saving, investing, building. Then suddenly, retirement requires a completely different mindset: learning how to transition from growing wealth to using it intentionally.

That shift can be harder than people expect.

A strong retirement plan doesn’t just prepare you financially for retirement. It prepares you mentally for what comes next.

At Fogel Capital, we believe thoughtful strategy matters more than constant reaction. Markets shift, headlines change, a...
05/29/2026

At Fogel Capital, we believe thoughtful strategy matters more than constant reaction. Markets shift, headlines change, and trends come and go but long-term planning should remain grounded in clarity, discipline, and purpose.

The goal isn’t complexity. It’s confidence in the decisions being made.

05/27/2026

One simple financial habit that can make a meaningful difference over time: Review your beneficiary designations regularly.

Retirement accounts, life insurance policies, and certain investment accounts typically pass directly to the named beneficiary, regardless of what’s written in a will or trust. Yet many people forget to update them after major life events.

A quick review after marriages, divorces, births, or other family changes can help ensure your assets go where you intend.

Sometimes the most important financial planning steps are the easiest to overlook.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.Their...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.

Their sacrifice made the freedoms and opportunities we enjoy possible, and that legacy deserves reflection, gratitude, and remembrance.

At Fogel Capital, we believe estate planning is more than transferring assets. We reduce confusion, protect loved ones, ...
05/21/2026

At Fogel Capital, we believe estate planning is more than transferring assets. We reduce confusion, protect loved ones, and make sure your wishes are carried out clearly.

At a certain point, managing wealth can start to feel… complex.Multiple accounts, advisors, strategies, and moving piece...
05/15/2026

At a certain point, managing wealth can start to feel… complex.

Multiple accounts, advisors, strategies, and moving pieces all working, but not always working together.

It raises an important question: Are you managing your wealth or is it managing you?
Our latest blog explores how complexity can quietly create inefficiencies, and why coordination often matters more than adding more to the mix.

👉 https://fogelcapital.com/2026/05/11/are-you-managing-your-wealth-or-is-it-managing-you/

05/14/2026

If your financial life feels fragmented, multiple advisors, disconnected strategies, it may be time for a more unified approach.

That’s exactly what we aim to provide at Fogel Capital.

Every investor’s situation is different.Goals. Risk tolerance. Time horizon.That’s why we don’t believe in one-size-fits...
05/13/2026

Every investor’s situation is different.

Goals. Risk tolerance. Time horizon.

That’s why we don’t believe in one-size-fits-all portfolios at Fogel Capital, just tailored strategies built around you.

Disjointed financial advice can create blind spots.A coordinated approach, like a family office structure, helps ensure ...
05/12/2026

Disjointed financial advice can create blind spots.

A coordinated approach, like a family office structure, helps ensure decisions in one area don’t negatively impact another.

Learn more at https://fogelcapital.com/family-office/

The biggest risk to your portfolio often isn’t the market. It’s behavior.Emotional decisions (panic selling or chasing t...
05/11/2026

The biggest risk to your portfolio often isn’t the market. It’s behavior.

Emotional decisions (panic selling or chasing trends) can quietly erode long-term returns.

Address

Stuart, FL
34994

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17722239686

Website

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