Comprehensive Financial Planning and Investment Management Strategies
Michael Capriotti is an independent financial advisor based in Vineland, New Jersey, serving individuals and families in the New Jersey, Pennsylvania, and Delaware tri-state area. As an independent advisor, Mike is supported by LPL Financial, the nation’s largest independent broker/dealer*, providing state-of-the-art technology and a suite of customized services and resources.
At Capriotti & Company, the firm seeks to work by several core values, including:
- Create a culture of excellence and integrity
- Think long term
- Always do the “right” thing
- Exercise good judgment with objectivity and impartiality
As a small, independent firm, Capriotti & Company is efficient, agile, and adaptable. After years of surveying clients, Mike has committed significant resources to providing the services and features that are important to them, including:
- Competent and professional staff
- Accessibility of top management
- Regular reporting of investment results
- Easy-to-understand statements
- Comprehensive guidance
- Working with clients’ other advisors, including attorneys and CPAs
Additionally, Mike aims to ensure that clients’ questions are answered promptly and professionally. He offers regular face-to-face meetings upon request and is available for meetings via phone, Skype, or video conference.
*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.