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Vitale & Caputo Wealth Management
VITALE & CAPUTO WEALTH MANAGEMENT LLC is a state-registered investment adviser in MIDDLETON, MA. It has 1 employee and 1 investment adviser. The firm is...
Overview
VITALE & CAPUTO WEALTH MANAGEMENT LLC is a state-registered investment adviser in MIDDLETON, MA. It has 1 employee and 1 investment adviser. The firm is based in Middleton.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Vitale & Caputo Wealth Management a fiduciary?
Yes, as an RIA, the firm is legally required to act as a fiduciary, putting client interests ahead of its own, under the Investment Advisers Act of 1940 or state equivalents.
What investment strategies does Vitale & Caputo Wealth Management use?
Specific strategies are not publicly documented. Typical RIA services include diversified portfolios spanning equities, bonds, and alternatives, but no allocation details are available.
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