Knowledge that inspires confidence
Whether you are an affluent individual responsible for the needs of your family, or a successful professional seeking financial independence, you understand that wealth brings with it rewards and complexities. At The Caplan Group, we are here to help you manage both.
Our strategy is straightforward and refreshingly simple—we provide solutions through a combination of portfolio planning and financial guidance. The distinctive experience and training of Michael Caplan in mathematical modeling and as an attorney helps him prepare investment allocations tailored to your individual needs. Our goal is to reduce risk, costs and complexity, with complete transparency.
We act as your single point of contact for extensive personal wealth management services that include education funding, legacy planning, philanthropy and tax mitigation strategies. Our clients trust our market insights and experience, our ability to leverage the global resources of UBS and our unwavering dedication to helping them reach long-cherished goals.
The Caplan Group
303-481-1770
888-510-0941
205 Detroit Street
5th Floor
Denver, CO 80206
The Caplan Group: Highly credentialed, working to fulfill your goals
Comprehensive planning
As a team, we pride ourselves on creating comprehensive financial plans and investment strategies—with an emphasis on clarity and practicality—that lead directly to helping you achieve near- and long-term goals.
“Helping our clients create their financial plan is truly rewarding. The planning process is often so enlightening and the advice we provide makes a tangible impact. I love seeing people think: ‘OK. I get how we can do this.”
— Jessica Margetson
Targeted investing
The difficult decision is whether or not to invest. Once you’ve decided to move forward, your allocation is what counts.
“My experience and training in mathematical modeling and economics guides your investment allocations and helps mitigate risk and reduce cost. We urge our clients to stay on process, and the long-term result can be very positive.”
— Michael Caplan
Women and financial planning
We believe our solution-oriented approach has made our team trusted advisors to women of independent means or those who are in charge of their family’s finances. We operate on the basis of trust, transparency and integrity as we assist our clients in all areas of their financial lives.
60% of women do not engage in the most important aspect of their financial well-being: investing, insurance, retirement and other long-term planning.
Solutions beyond your portfolio
More than just investing, our team provides informed solutions that encompass all aspects of your financial life. We provide access to specialists and an array of invaluable resources from UBS.
Our clients come to us on an ongoing basis for guidance in making smart decisions about virtually every aspect of wealth management.
Our perspectives
Insights