Capasso Planning Partners

Capasso Planning Partners stands as a trusted financial partner, offering comprehensive and personalized solutions to help individuals, families, and businesses achieve financial success and stability. We take a dynamic, proactive approach to creating tailored plans that align with each client's unique goals and risk tolerance. With a focus on transparency and accountability, we empower our clients to make informed financial decisions every step of the way.

1. Portfolio Management

We collaborate with clients to construct and manage diversified portfolios that align with their individual goals and risk tolerance. Regular monitoring and rebalancing ensure your portfolio remains aligned with your evolving financial situation and aspirations.

2. Retirement Planning

We guide clients through the process of planning for a comfortable and secure retirement. With meticulous planning and strategic asset allocation, we help you achieve your retirement goals regardless of your age.

3. Asset Protection

We meticulously structure portfolios to minimize risk exposure and protect your assets from the unforeseen. Our expertise in risk management ensures the preservation of your financial security while still achieving your financial goals.

4. Risk Management

We assess your insurance needs and provide tailored solutions to ensure comprehensive coverage without unnecessary premiums. This comprehensive approach provides peace of mind and financial security for your future.

5. Estate Planning

We simplify the process of creating a robust estate plan that reflects your values and ensures your assets are distributed efficiently. We guide you in utilizing your assets to support your loved ones, charitable causes, or meaningful organizations.

6. Tax Planning

Our experienced team excels in tax optimization strategies, maximizing your returns and minimizing your taxable income. We leverage our knowledge of tax regulations to ensure you capitalize on every available deduction, credit, and loophole.

Meet the Team

Led by Managing Partner Charlie Capasso, our team of credentialed advisors, client service specialists, and associate financial planners are dedicated to providing personalized guidance and collaborative solutions to every client. With diverse backgrounds and extensive experience, our team is committed to helping you achieve lasting financial success.

Our Commitment

At Capasso Planning Partners, we believe in building lasting relationships with our clients. We prioritize open communication, transparency, and mutual accountability to ensure your financial journey is smooth, informed, and successful.