What distinguishes Capelli Financial Services (CFS)?
From the day we opened our first office in Bloomfield Hills to the present, our primary focus continues to be your success.
We perform…
Results matter and our clients have enjoyed historically good results. But we go beyond the numbers. We advocate for our clients, working with their other professionals. We provide a very different experience for our clients than most other financial advisors – we want our clients to do well and to sleep well.
We work for you…
We’re objective. It doesn’t matter if we’re working with you on retirement planning, investment management or a planned giving strategy. We don’t have outside shareholders distracting us. We have no product-of-the-week to sell. Instead, we have a virtually unlimited universe of tools and strategies from which to find solutions for you. Our primary focus is your success.
We’re accessible and responsive…
We’re a nationally acclaimed firm that is small enough to be flexible and connected enough to have access to some of the best thinking and solutions available.
We’re committed to excellence…
Just being OK doesn’t do it. We have an experienced and credentialed team, leading edge technology, distinguished resources and a dedication to continuous exploration for quality.
We have attitude…
but in a good way. We’re passionate about what we do. Our extraordinary team of professionals is truly committed to making our clients’ lives more comfortable.
Capelli Financial Services, Inc. has received many awards. Among the recognition:
- Named by Charles Schwab & Co. as one of the 25 Best Managed Advisory firms in the nation
- Named by Bloomberg as one of top Wealth Management firms in nation each year 2000-2010
- Received dbusiness Wealth Manager 5 Star Award for Overall Satisfaction in 2010 and 2011
