Caritas Wealth Management, Inc.
Caritas Wealth Management, Inc. (CRD# 167480) is a financial advisory firm headquartered in , . They manage $894,313 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$894,313
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Michael Cassani (CRD# 1292107) is an Investment Advisor Representative working at Caritas Wealth Management, Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.