Just click on any name to find out more about our highly qualified financial planners.
Michael A. Caputo, MSFS, AEP
National Wealth Advisors, Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
914 729-1105
www.nationalwealthadvisorsinc.com
mcaputo@nwadvisorsinc.com
Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600
Education:
• American College, Master of Science in Financial Service
• Florida Tech, BS Management
Specialization:
• Comprehensive Financial Planning
• Pension, Executive, and Employee Benefit Plan Design
and Planning
• Investment and Retirement Planning
• Estate Planning
• Risk Management
Business Experience:
• President of privately-owned Financial Planning Firm -
National Wealth Advisors, Inc.
• President of privately owned Pension and Executive
Benefits Firm - MAC Pension, Inc.
• 23 years specializing in solving problems, reducing taxes
and maximizing opportunities for BUSINESS OWNERS
and HIGH NET WORTH Individuals
• 47 years life experience managing personal and client
financial, career and family issues
Expertise:
• Graduate degree MSFS (Master of Science in Financial
Services
• AEP - Accredited Estate Planner
• Member of ASPPA (American Society of Pension
Professionals & Actuaries)
• Member of NAEPC ( Nat'l Assoc. of Estate Planners &
Councils)
• Member of Estate Planning Council of Westchester
County, Inc.
• Member of Society of Financial Service Professionals
• Member of National Association of Insurance and
Financial Advisors
• Guest Lecturer for numerous CPA, attorney, medical
associations, insurance and investment company groups
• Creator of The Integrated Tax Reductions Solution™
• Creator of The Macro Integrated Wealth Solution™
Reputation:
• Provides financial counseling to the clients of major CPA
and law firms
• Top clients include, business owners and high net worth
individuals and families
• Family
Wife: Denise
Three children: Alyssa, Michael, Matthew
Residence: Stony Point, NY
• Community
Head coach and board member, North Rockland Pop
Warner Football
Past board member, Stony Point Little League
• Hobbies
Commercial instrument multi engine airplane pilot,
skiing, scuba diving, boxing
