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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CapriCMW Difference

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Informed Decisions

Our positive, friendly, focused relationships facilitate better conversations, greater understanding and informed decisions. Our clients can feel confident that they have received professional, personalized advice.

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Locally Owned And Operated

We’re an independently owned company; our regional insights inspire the work we do and the solutions we offer.

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Value

Our industry-leading insight and individualized attention allow our clients to make well-informed decisions to save time and money. Clients are secure in the knowledge that they have access to the latest products, pricing and solutions.