Vitale & Caputo Wealth Management LLC
Firm details
- Headquarters
- Middleton, Massachusetts
- CRD number
- 289420
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Vitale & Caputo Wealth Management LLC is organized as a limited liability company and is owned by an individual. The firm provides financial planning and acts as a selector of other advisers, positioning itself to construct client portfolios through both in‑house advice and external manager relationships. Its stated fee arrangements combine a percentage-of-assets model with fixed fees, and it identifies as a capital allocator — indicating the ability to direct client capital into third‑party strategies when appropriate. The firm is state-registered in Massachusetts and New Hampshire. It does not characterize itself as an ESG investor and is not listed as a pension consultant or newly formed adviser.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Middleton, MA
Essex
Location
Middleton, MA
Headquartered in Middleton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 35 Village Rd
- Time zone
- ET (UTC-5)
- Office locations
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