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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Michael A. Caputo, MSFS, AEP^®

Experience:
• President of National Wealth Advisors Inc. - a
  comprehensive wealth management practice offering
  financial planning and wealth management through
  Summit Financial Resources, Inc.
• President of privately owned Pension and Executive
  Benefits Firm - MAC Pension, Inc.
• 25 years specializing in solving problems, reducing taxes
  and maximizing opportunities for BUSINESS OWNERS
  and HIGH NET WORTH Individuals.
• Many 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^®
• Director of Estate Planning Council of Westchester
  County, Inc.
• Member of ASPPA (American Society of Pension
  Professionals & Actuaries)
• Member of NAEPC ( Nat'l Assoc. of Estate Planners &
  Councils)
• 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 Reduction Solution™
• Creator of The Macro Integrated Wealth Solution™

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

Services:
• Provides financial counseling to the clients of major CPA
  and law firms.
• Top clients include business owners and high net worth
  individuals.

Personal:
• Family
  Wife: Denise
  Three children: Alyssa, Michael, Matthew
  Residence: Stony Point, NY
• Community
  Head coach and past 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