We help clients constructing customized portfolios that align with their goals and risk tolerance to allow them to reach their high level of financial success. Once a portfolio is built, we manage, monitor, and rebalance the portfolio as needed to ensure our clients are on track.
Capasso Planning Partners is here to structure your portfolio in a way that minimizes your risk exposure and protects the assets you need the most against inflation and fraud all while limiting intrusive creditor access.Risk management is about assessing, pricing, and making sound decisions about risk.
Capasso Planning Partners is here to structure your portfolio in a way that minimizes your risk exposure and protects the assets you need the most against inflation and fraud all while limiting intrusive creditor access.Risk management is about assessing, pricing, and making sound decisions about risk.
Reviews (2)
Ben C.
Oct 13, 2021
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Been with CPP for about 4 years now, nothing but positive things to say. Helped dramatically clean up and optimize my various portfolios and supported more complex financial planning asks around venture capital, trust administration, and personal company legal questions.
As a former wealth manager, I wanted to get away from the negatively incentivized fee structures that major BD/RIA shops have, so a fee only independent RIA like Capasso is the ideal structure for anybody and they have been flawless in helping me get everything I have needed done. Cannot recommend them enough.
As a former wealth manager, I wanted to get away from the negatively incentivized fee structures that major BD/RIA shops have, so a fee only independent RIA like Capasso is the ideal structure for anybody and they have been flawless in helping me get everything I have needed done. Cannot recommend them enough.
Rasmus H.
Sep 22, 2021
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One scheduled meeting in 7 months of being signed up with these folks at $1000/quarter. What did we get out of it: A bunch of pamphlets and a small spreadsheet with a proposed rebalancing that has lost money in 6 months of having a really hot market. Honestly it's remarkable. Save your money and find another shark.
