A complete list of active advisors currently associated with Vitale & Caputo Wealth Management LLC

Warmer can help you find a great advisor at Vitale & Caputo Wealth Management LLC or one who fits your needs even better.

Vitale & Caputo Wealth Management LLC provides financial planning and acts primarily as a solicitor and referral source, directing prospective individual and high‑net‑worth clients to third‑party investment advisers for ongoing portfolio management. The firm does not itself maintain or trade client accounts and reported no assets under management as of the brochure date. Rather than offering discretionary portfolio management, the firm evaluates and refers clients to outside advisers and conducts at least annual reviews of those advisory relationships; it also delivers one‑time financial plans on a fixed‑fee basis. The brochure discloses that the firm is compensated through fee‑sharing or referral arrangements with the third‑party advisers it recommends. This referral‑centric model — lacking direct portfolio management or custody — is atypical for independent advisory firms that more commonly provide in‑house portfolio management. The firm also discloses potential overlapping services through a principal’s separate accounting practice and states it will step aside to address conflicts, a governance detail clients may want to consider when assessing recommendations.

To learn more about the advisors currently working at Vitale & Caputo Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Caputo	Middleton, MA	18

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