Capital Enhancement

Capital Enhancement LLC provides personalized tax and investment advice, financial planning, and tax preparation services to high net worth individuals. Founded in 1996, our firm has established itself as a trusted partner for families and entrepreneurs alike. We take a holistic approach to financial planning, focusing on maximizing wealth, preserving assets, and achieving your financial goals.

Our Team & Expertise

Our team of experienced professionals consists of certified financial planners, investment advisors, and tax experts. Led by Steve Calvelli, who has over 30 years of experience in tax and financial planning, we are dedicated to providing personalized, conflict-free advice at a reasonable cost.

Cash Flow & Debt Management

• Optimize your spending and budgeting
• Develop a debt repayment strategy
• Access financing solutions to achieve your financial goals

Education & Funding

• Comprehensive financial education for your family
• Guidance on funding private school education and college tuition
• Investment strategies for long-term financial security

Income Tax Planning

• Comprehensive tax planning and compliance strategies
• Minimize your tax burden through strategic planning
• Maximize deductions and credits

Insurance Planning

• Review your insurance portfolio to ensure proper coverage
• Develop a risk management plan to protect your assets
• Obtain competitive quotes from leading insurance providers

Investment Advisory Services

• Custom-designed investment strategies based on your financial goals
• Access to a diversified portfolio of stocks, bonds, and alternative investments
• Regular portfolio reviews and rebalancing

Retirement Planning

• Comprehensive plans to maximize your retirement savings
• Guidance on optimizing your employer-sponsored plans
• Planning for post-retirement income security

Stock Option Planning

• Maximize the value of your stock options
• Develop a strategy for exercising and vesting your options
• Minimize taxes on your stock option income

Tax Preparation

• Accurate and efficient tax filing for individuals and businesses
• Representation before the IRS in case of audits
• Strategies to reduce your tax liabilities

Wealth Transfer & Estate Planning

• Develop a personalized estate plan that meets your needs
• Designate beneficiaries for your financial assets
• Minimize estate taxes and create a seamless transition of wealth to your loved ones