Lee County Financial Planner Asset Management & Advisory Service Launches New Website

Asset Management & Advisory Service, a company providing financial planning services in Lee County, Florida, has launched a new website that summarizes all of its offerings and makes them easily accessible for all new and existing customers.

The new website is jam-packed with features that make reaching out to the company, interacting with its representatives, and following its updates easy and seamless. As soon as a visitor lands on the homepage, they are greeted with an overview that explains what the company is about and how it can help them plan for and have confidence in their financial future. To help a potential client understand the value that the company provides, its homepage lists all of the company’s core services which include wealth management, financial planning, retirement income planning, and insurance strategies.

wealth management

The website also highlights the many major financial corporations that Asset Management & Advisory Service partners with to fulfill its services to its clients. These companies include known names as well as some stalwarts of the financial industry such as Prudential, Allianz, American General, Athene, BlackRock, Calamos Investments, Capital Group, Delaware Life, Fidelity Investments, Franklin Templeton, Invesco, Jackson, Janus Henderson, John Hancock, Lincoln Financial, and Oppenheimer.

Visitors who want to strike up a conversation with the company’s representatives are also free to make use of the chat window that is available from any page on the website. The chat window enables visitors to send the company’s representatives a message, to which it will respond as soon as possible. Visitors are only required to provide details such as name, mobile phone number, and email to enable the company to reach out to them. The website also has convenient links to all of the company’s social media pages which are constantly being updated with news and information about the services it is offering. The website also links to a calendar that helps clients track and prepare for the company’s upcoming events.

The website’s About Us page gives readers more insight into the company’s owner Peter Casciotta, a financial planning professional who grew the company steadily over the years through referrals from satisfied clients and has managed to amass a dedicated following in the financial community. Peter holds licenses for having cleared the Series 7 (General Securities Representative Exam), Series 65 (Uniform Investment Adviser Law Examination), and Series 63 (Uniform Securities State Law Examination) with FINRA (Financial Industry Regulatory Authority) since 1994. Prior to his career as a financial professional, he raised capital to fund the establishment of Projectavision Inc., a hi-tech corporation responsible for the creation of the LCD video projector. Currently, Peter Casciotta is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. He is also an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC.

The company’s wealth management service is a comprehensive package that is catered towards high-net-worth individuals who have complex portfolios worth at least $250,000 or higher. The wealth management package includes several solutions such as investment management, financial planning, retirement planning, legal planning, philanthropic planning, estate planning, and tax services, just to name a few. The goal of the company as a wealth advisor, according to the website, is to take control over and unlock the potential of all aspects of one’s financial life.

The company’s financial planning services are available to assist individuals and businesses who want to meet their long-term monetary objectives. To help achieve their financial goals, the company says that it will create a financial plan for its clients that will evolve as time passes and priorities change. Those who are nearing retirement age can avail of the company’s retirement income planning services to enable them to achieve financial independence at an age when they can relax and reap the benefits of their labor. The company can also help its clients mitigate their risks by creating a detailed insurance plan that matches their specific personal and business needs.

Asset Management & Advisory Service can be contacted at the phone number (239) 356-1515 or using an online form on its website. Its office is located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904.


For more information about ASSET MANAGEMENT & ADVISORY SERVICES, contact the company here:

Peter Casciotta
(239) 356-1515
1222 SE 47th St Suite 304,
Cape Coral, FL 33904