Dynamic Advisor Solutions Expands into South Carolina With Addition of $260 Million Capasso Planning Partners

Dynamic Advisor Solutions dba Dynamic Wealth Advisors (“Dynamic”), a leading provider of integrated professional services and flexible affiliation partner to independent wealth advisors, announced its expansion into South Carolina through a new partnership with Capasso Planning Partners, a registered investment advisory firm with $260 million assets under management. The Charleston-based, fee-only firm is led by Managing Partner Charlie Capasso, CFP®.

Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted

Dynamic’s partnership with Capasso Planning Partners brings the firm’s national network to approximately 88 advisory practices nationwide, representing more than $7 billion of assets under administration.

Founded in 2018, Capasso Planning Partners serves in a fiduciary capacity providing comprehensive financial planning and wealth management services to individuals, families and business owners. The wealth management firm operates under a family office advisory model, delivering long-term planning strategies tailored to help clients navigate dynamic financial situations to achieve their goals.

“Expanding into South Carolina is a meaningful milestone for Dynamic and it’s an honor to do so alongside a firm that shares our commitment to thoughtful, client-centered planning,” said Steve Kulesza, CFP®, Dynamic chief business development officer. “Charlie and his team have built a strong reputation for delivering sound, objective advice and high-touch service, and we look forward to supporting their continued growth.”

Capasso founded the firm following nearly two decades of experience building and advising RIAs in Charleston, Chicago and Lake Tahoe, Nev. He has been quoted in “The Wall Street Journal” and “U.S. News & World Report” and has served on the board of the South Carolina Financial Planning Association.

“Partnering with Dynamic allows us to enhance the resources and capabilities available to our clients while continuing to operate with the independence and fiduciary focus that defines our firm,” said Capasso. “We interviewed over 50 strategic partners and thoughtfully selected Dynamic as a partner that aligns with our philosophy of personalized planning and long-term relationships.”

Dynamic provides independent advisors with a range of affiliation options and integrated support across technology, compliance, investment management and operations. Through an intentional balance of people and technology, the Dynamic team helps firms scale more efficiently while maintaining flexibility in running their practices.

Catch more Fintech Insights : Finance as a Feature: The Monetization Shift in Global FinTech Platforms

[To share your insights with us, please write to [email protected] ]