Also known as capasso planning
Capasso Planning Partners is a fee-only financial advisory firm based in Charleston, founded in 2018. Its team of independent, credentialed advisors provides financial planning and investment management for individuals. Services include portfolio management, in which customized portfolios are built, monitored and rebalanced to match client goals and risk tolerance; retirement planning; and asset protection, which structures portfolios to limit risk exposure. The firm reports about $255 million in assets under management.
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Capasso Planning Partners is a wealth manager based in Charleston, United States, managing approximately $255M in assets.
Capasso Planning Partners is headquartered in Charleston, United States.
Capasso Planning Partners manages approximately $255M in assets under management.
Capasso Planning Partners was founded in 2018.
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