Capital River Wealth Management

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Introducing Capital River Wealth Management

In today's complex world, freedom comes in many forms. It might be the ability to pursue your hobbies, or to enjoy your relationships. However you define it, freedom involves time--and the ability to spend it the way you want. Financial security is the ability to spend your time the way you choose--and knowing that those you love and who depend on you have the same opportunity. Working together, we can identify the financial goals and solutions to help provide the freedoms of financial security for you and your family.

Our Mission: To bring our clients financial clarity in all areas of life – personal, family, business, and community – with a team committed to passion, purpose, and partnership in every interaction.

  • We bring PASSION to work each day. Approaching our work, our education, and our client relationships with bold responsibility is our highest commitment.
  • We are driven by PURPOSE. Helping our clients to make a meaningful impact on their financial futures and their lives is what motivates us.
  • We strive for PARTNERSHIP. Working together in a trusted relationship empowers you to achieve your vision.
Dan Schiffman signature

CFP®, CLU®, CLTC ®

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Dan Schiffman Named 2022 Top Financial Security Professional by Forbes

In July 2022, Dan Schiffman was named to the 2022 list of Top Financial Security Professionals and placed in the “Best in State” category for Maryland. Each advisor on this list—selected by SHOOK Research—was subjected to a rigorous vetting process and was chosen based on an algorithm of qualitative and quantitative criteria including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. To learn more about this honor and to read the full article, click here.


Watch this short video to learn what you can expect when working with me

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Capital River Wealth Management

Daniel J Schiffman, CFP®, CLU®, CLTC®
Wealth Management Advisor and Founder


Capital River Wealth Management

  • Office 301-698-8955
  • Mobile 301-524-0210

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.