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Capriotti & Co. offers individuals and families comprehensive financial planning and investment management strategies.

Based on each client’s needs, we provide fee-based financial services and assistance in the following areas:

Financial Planning

  • Comprehensive Financial Plans
  • Tax Plans
  • 529 Plans
  • Retirement Plans
  • ESOPs
  • Educational IRAs
  • SIMPLE, SEP, Roth IRAs
  • Brokerage Accounts
  • Bonds
  • Variable Annuities
  • Mutual Funds
  • Common and Restricted Stocks
  • Exchange-Traded Funds
  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance