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Mini capriotti michael new pic
Capriotti & Company
Somers Point, NJ

Michael Capriotti

Common sense education and independent ideas
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Meet Michael

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Introduction - Michael Capriotti
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Our Approach - Michael Capriotti
Video Transcripts

Michael Capriotti, Certified Estate Planner™ is a Wealth Advisor with more than 15 years of industry experience. He is founder of Capriotti & Company, supported by independent broker-dealer LPL Financial. Michael first started in the business working with Merrill Lynch, followed by 10 years with Allen Associates, before founding his own firm as an independent advisor. In providing comprehensive financial planning and investment management strategies, Mike seeks to help clients…

Michael Capriotti, Certified Estate Planner™ is a Wealth Advisor with more than 15 years of industry experience. He is founder of Capriotti & Company, supported by independent broker-dealer LPL Financial. Michael first started in the business working with Merrill Lynch, followed by 10 years with Allen Associates, before founding his own firm as an independent advisor. In providing comprehensive financial planning and investment management strategies, Mike seeks to help clients develop a simplified strategy that aligns with their individual goals and builds wealth.

Mike received his Bachelor of Science in Finance from Rowan University and holds securities registrations through LPL Financial. Outside of the office, he enjoys spending time with his wife, Holly, and their three children. He believes in giving back to his community and supports several charities, including Ronald McDonald House Charities and Make-A-Wish Foundation.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Other

Education

Bachelors
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