Our clients are committed to the financial planning process. Our advisers emphasize regular communication that allows for powerful collaboration. Regardless of their initial motivation for calling us, investment planning, retirement questions or other concerns, clients choose Capelli Financial Services, Inc. because they:
- Value our experience, expertise and connections
- Trust us
- Get that we care about their success
In general, our clients possess many of these characteristics. They:
- Are high net-worth / wealthy individuals and families
- Are accredited investors or qualified purchasers
- Have financial assets of $1 million to $25 million
- Delegate components of their financial management
- Value long term relationships
- Devote energy to activities they embrace
- Want to reach their goals without undue risk
Many new clients choose our firm when they are:
- Selling a business
- Considering retirement or approaching retirement
- Recently widowed or divorced
- Recipients of a meaningful inheritance
- Transitioning from one phase of life to another
Our clients have varied accomplishments, profiles and portfolios. Many of our clients are:
- Business Owners
- Business executives
- Medical professionals
- University faculty and executives
- Near or new retirees
