ACap Asset Management, Inc.
ACap Asset Management is a unique fee-only wealth management firm because we are also a full-service CPA firm. We provide comprehensive, unbiased financial/tax advice, and portfolio management. We can work with you in either capacity as your financial advisor, CPA, or both; however, for many of our clients, we are both their financial advisor and their CPA.
- - One-time financial plan
- - Ongoing wealth management
- - Review and analysis of: retirement planning, college savings, home purchase, student loan debt, tax returns, insurance, etc.
- Socially Responsible/Impact Investing
- - Tax/Accounting for individuals
- - Tax/Accounting for businesses (i.e. payroll, bookkeeping, outsourced CFO)
- - Business consulting
- - Individuals / families
- - Entrepreneurs / small business owners
- - Professional service firms (i.e. healthcare, law, engineering, entertainment)
- - Real estate investors/professionals
ACap does not work on commissions, nor sell any products. Our only source of income is through our clients. We are not wed to any investment banks, insurance companies, or mutual funds; as a result, we are free to offer our clients the best investments most suitable to their needs.