Seventy2 Capital adds two advisors and opens Cheshire office

Seventy2 Capital Wealth Management said August 31, 2026, that Jeff Sharpe will join its Westport, Connecticut office and Scott Tansley will open a new Cheshire office. The expansion adds seasoned advisors and extends the firm’s footprint in Connecticut.

Why it matters: - The hires deepen Seventy2 Capital Wealth Management’s Connecticut presence and add senior advisory capacity in Westport and Cheshire. - The move gives the firm more local coverage for clients seeking wealth management, retirement planning, tax-aware strategies, and portfolio construction support. - The expansion also signals continued growth for an independent wealth management platform in the Northeast.

What happened: - Seventy2 Capital Wealth Management announced on August 31, 2026, that Jeff Sharpe is joining as Executive Director & Financial Advisor in the Westport office. - Scott Tansley is joining as Executive Vice President & Financial Advisor and will open a new office in Cheshire, Connecticut. - CEO and Co-Founder Paul Carlson said the firm is pleased to add Sharpe and Tansley and expand its Connecticut presence. - Sharpe said joining Seventy2 Capital is an exciting new chapter and that he expects to use the firm’s independent platform, technology, and resources to continue delivering personalized advice. - Ana Backa will join Sharpe in Westport as Senior Wealth Planning Associate. - Zack Green will join Tansley in Cheshire as Senior Registered Client Service Associate.

The details: - Sharpe and Tansley bring more than 45 years of combined financial services experience. - Both have worked with large firms including Merrill Lynch and Wells Fargo Advisors. - Sharpe’s approach centers on client goals, values, and priorities, with a focus on trust, transparency, and personalized advice. - Sharpe uses customized investment management, tax-aware strategies, retirement planning strategies, and risk management to help preserve and grow client wealth. - As a PIM® Portfolio Manager, Sharpe emphasizes customized fixed income solutions, municipal bond strategies, market-linked structured products, and options strategies. - Sharpe uses options strategies for risk mitigation and income generation when those tools fit a client’s goals and risk tolerance. - The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. - The minimum account size for the PIM program is $50,000. - Tansley focuses on efficiency and works mostly with retirees and blue-collar workers. - Backa partners with advisors to deliver a high-touch wealth management experience and serves as a primary point of contact for clients and prospects. - Backa’s responsibilities include investment performance analysis, monitoring portfolio and benchmark results, market research, and creating presentations and proposals. - Green supports advisors and clients with a proactive, client-focused approach and emphasizes accuracy, responsiveness, communication, compliance, and operational excellence. - Seventy2 Capital is a full-service, independent wealth management practice serving individuals, families, and business owners. - The firm said it was recognized as a Barron’s Top 250 Private Wealth Management Team in 2026. - The company’s website is More information. - The firm also posted on LinkedIn at the company’s social page.

Between the lines: - The Connecticut expansion appears designed to pair veteran advisors with dedicated support staff, which can help the firm scale client service without diluting the personal-advice model. - Adding a new Cheshire office suggests Seventy2 Capital sees demand beyond its existing Westport base. - The emphasis on independence, technology, and customization points to a competitive pitch aimed at clients who want boutique-style service with institutional resources.

What's next: - Sharpe will begin working from Westport, while Tansley will establish the Cheshire office. - Backa and Green are expected to support day-to-day client service and business development as the offices ramp up. - Seventy2 Capital is likely to continue leaning on its Connecticut growth as part of a broader regional expansion strategy.

The bottom line: - Seventy2 Capital is adding senior talent and opening a new Connecticut office to broaden its reach and strengthen client service in the market.