Capasso Planning Partners
www.capassoplanningpartners.comCapasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We strive to bring the family-office advisory model to our clients by creating a team of professionals (CFA®, CFP®, CPA, Esq.) around you from the start. We work directly with our clients on a fee-only basis and choose to be held to a fiduciary standard.
Read moreCapasso Planning Partners is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We strive to bring the family-office advisory model to our clients by creating a team of professionals (CFA®, CFP®, CPA, Esq.) around you from the start. We work directly with our clients on a fee-only basis and choose to be held to a fiduciary standard.
Read moreCountry
State
South Carolina
City (Headquarters)
Charleston
Industry
Employees
11-50
Founded
2018
Social
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Managing Partner and Senior Wealth Advisor
Email ****** @****.comPhone (***) ****-****Partner and Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Operations and Compliance Manager
Email ****** @****.comPhone (***) ****-****Partner
Email ****** @****.comPhone (***) ****-****
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