(508) 543-1056 Peter@caplanmgmt.com

Caplan Asset Management

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


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


Creating a strategy for long term success

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 PLANNER™ Professional offering a full suite of services to help you implement an investment strategy tailored to your individual goals and needs.