Welcome to

Caplan Capital Management, Inc.

Caplan Capital Management, Inc. is an individual financial advisory firm engaged primarily in wealth management services that seeks to assist clients with their financial goals and objectives.
Our core competency of intense investment analysis, coupled with our maintenance of the highest ethical standards, result in palpable and strong client relationships. Our overarching goal is to provide clients with the peace of mind they seek and deserve.

A Special Relationship

Caplan Capital Management places client satisfaction as our top priority. Serving Clients with the level of care as a fiduciary, we have a fundamental obligation to provid investment advice in our clients' best interest. We are constantly looking for ways to improve upon our client services. Our fair and transparent fee structure assures clients that their success aligns with ours.

Client Centric Service

Everything we do at Caplan Capital Management, Inc. is predicted on our clients' specific needs and goals. Whether clients are seeking Wealth Preservation, Income Strategies, Retirement Strategies, or Tax Efficient Investing, we design and execute strategies that seek to meet their objectives. 

 "A Disciplined Approach to Wealth Management"

Caplan Capital Management, Inc., a wealth management firm, is located in the heart of Middlesex County New Jersey

Visit

Caplan Capital Management, Inc.

24 North Third Avenue

Suite 201

Highland Park, NJ 08904

Call

T: (732) 249-8600

Investment advice offered through Atlas Private Wealth Alliance, LLC, a registered investment advisor.