Caplan Capital Management, based in Highland Park, NJ, has been providing active portfolio management and comprehensive wealth planning services to high-net-worth individuals and families since 1996. Their institutional, research-oriented approach to portfolio and risk management is tailored to reflect each client's financial objectives.
With a dedicated team led by President and Founder Jonathan Caplan, the firm offers a suite of advisory solutions and operational support through Mariner Advisor Network to address clients' evolving needs. Caplan Capital Management focuses on helping clients achieve their financial goals through personalized investment strategies and wealth planning services.
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