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      Caplan Asset Management

      Providing sound financial advice for individuals, families and institutional investors since 1999.

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      No matter what your level of wealth, working with us can help you achieve your goals.

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      Creating a strategy for long term success

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      Caplan Asset Management, LLC is built on the belief that financial goals are best achieved through personal consultations with a financial planner. Peter J. Caplan is a CERTIFIED FINANCIAL PLANNERâ„¢ Professional offering a full suite of services to help you implement an investment strategy tailored to your individual goals and needs.