Building Great Estates, One Financial Plan At A Time
Mike Capriotti is an independent financial advisor with offices in Vineland & Somers Point 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.
As a financial planner with a specialized expertise in estate planning and a holder of the Certified Estate PlannerTM (CEP®) designation, our role goes beyond putting together a financial plan and managing your assets. This makes our firm quite distinct from others in the industry.
At Capriotti & Co., 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
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
*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.