Wealth Management

Our mission at Capri Wealth Management is to provide professional, ethical and comprehensive wealth management services that help our clients achieve a successful and fulfilling financial future.

Our five financial planning professionals with more than one hundred years of combined experience first help clients identify and prioritize their investment, estate, retirement, and insurance needs. We then work with our clients to choose solutions and opportunities that meet their immediate and long term financial and life goals.

Established in 1993, Capri Wealth Management is an independent firm that now manages over $140 million in investment and pension assets for thousands of clients.

Wealth Management Services

  • Financial Planning
  • Retirement
  • Estate Planning
  • Education Planning
  • Tax Planning
     

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Resources

Personal Insurance / horse, colic, equine
5 Tips to Protect Your Horse from Fall and Winter Colic

Here are my top five tips from Equine Guelph to prevent colic in your horses during the fall and winter.

Oct 2nd, 2019 | By: Mike King
Business Insurance / equine, COVID-19
Embracing Change: How Businesses Can Thrive in COVID-19 Times

With the coronavirus pandemic expected to continue for an unspecified length of time, horse industry businesses have been considering how best to reduce the spread of the virus, maintain a healthy environment for staff, horses, and clients, while also…

Jul 28th, 2020 | By: CapriCMW
Personal Insurance / home maintenance
6 Ways to Prepare Your Home for Cold Weather

With the days getting colder and wetter, now is the time to begin preparing your home for the harsher winter conditions ahead. This fall, take these six steps to prevent damage to your property and avoid claims.

Oct 7th, 2021 | By: CapriCMW