In our view, active portfolio management complemented by comprehensive wealth planning are the essential services that have helped our clients achieve their financial objectives since 1996.

We implement an institutional, research-oriented approach to portfolio and risk management that is designed to reflect our clients’ financial objectives.

Wealth Planning

Our Services

At Caplan Capital Management, investment management and wealth planning for high-net-worth individuals and families are the primary focus. Additionally, our clients have access to other advisory solutions and operational support provided by Mariner Advisor Network to enhance our suite of offerings that help address clients’ evolving needs.

Insights

Going Out on a Limb

Going Out on a Limb

When it comes to making accurate economic and stock market prognostications, professionals on Wall Street do not necessarily have the best track...

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To Convert or Not to Convert

To Convert or Not to Convert

Thought leaders in personal finance have disparate views about the soundness of converting from a traditional IRA to a Roth IRA. When a client asks...

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R.I.P.  T.I.N.A.

R.I.P. T.I.N.A.

In recent months I have been alternating my screeds between investment topics and general interest topics. And each month I receive constructive...

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Meet Our Team

Jonathan Caplan, MBA

Jonathan Caplan, MBA

President & Founder

 

 

Joseph Caplan

Joseph Caplan

Financial Advisor, Portfolio Manager

 

 

Lori Caplan

Lori Caplan

Client Relations, Marketing, Administration

 

 

Joshua Caplan

Joshua Caplan

Director of Business Development and Client Services

 

 

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