Caplan Asset Management LLC

Financial planner in Sharon, MA (show on map)

5.0

★★★★★

1 reviews

Providing sound financial advice for individuals, families and institutional investors since 1999.

Call (508) 543-1056

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About

Caplan Asset Management, LLC, founded in 1999 by Peter J. Caplan, specializes in personal and business wealth management as an Investment Adviser Representative of Commonwealth Financial Network.

With over 30 years of experience, Peter provides a full suite of services including financial planning, investment management, and wealth management consulting. The firm emphasizes personalized consultations, tailored investment strategies, and a commitment to client education and empowerment.

Personal consultations with a financial planner

No proprietary products to sell

Focus on relieving clients from financial complexities

Services

Financial Planning

A comprehensive strategy to help clients reach their financial goals through data gathering, analysis, and guidance.

Asset allocation planning Education planning Retirement income planning Estate planning Tax planning Trust planning

Investment Management

Tailored investment portfolio management to support personal needs and goals outlined in the financial plan.

Risk tolerance assessment Investment monitoring Investment selections Contributions planning Charitable giving coordination Advanced insurance planning

Wealth Management Consulting

Hourly or flat-fee consulting services for clients who prefer to maintain control over their portfolios but seek professional advice on investment selection, risk exposure, or financial projects.

Financial planning and budgeting Income tax analysis Education planning Retirement planning Portfolio analysis Estate planning investment analysis Business succession planning Fringe benefit analysis Corporate 401(k) analysis