Invictus Private Wealth is a true fiduciary, unrestricted and unconflicted from the conventions of a traditional wirehouse. We are held to the absolute highest standard of conduct and ethics and take pride in the fact that our fiduciary duty is one of the most respected obligations to our clients.
Our goal is to improve every aspect of your financial picture.
Michael Caplan, CFP®
Named Top 5 Forbes/SHOOK Best-In-State Wealth Advisor in 2022 and Barron’s Top 1200 Financial Advisor and Forbes/SHOOK Best-In-State Wealth Advisor since 2019.
INVICTUS means unconquerable or undefeated in Latin and is a famous poem by William Ernest Henley. The poem is about resilience, courage and how you control your fate and decide your future. We believe the same principles relate to your financial life, hence our name, Invictus Private Wealth.
The Invictus Private Wealth Team