Wealth CAPS was founded in 2012 on the principle of helping clients work towards their financial goals and help preserve their wealth. Our focus is conservative strategies for people nearing retirement and those currently retired. Our office is staffed with skilled professionals to assist in your financial planning from start to finish and assure the process goes as smoothly as possible.
We believe trust is the foundation of any relationship and this is especially true for the relationships we build with our clients. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. We want you to be in the driver’s seat and make informed decisions regarding your retirement strategy. This is why, once you have decided to work with us, we give you many options to choose from for YOU to manage your retirement plan the way you want it.