Team | Stephen Caruso
Stephen Caruso, JD, a Senior Wealth Advisor, comes to Belpointe with over 16 years of professional experience in the financial community. Stephen specializes in estate planning and retirement distribution strategies. He also has specialized knowledge in working with families of children with special needs and has presented at the United Nations and at the YAI international conference on the topic. Stephen’s approach starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
Areas of Focus: Retirement Planning Strategies; Retirement Income Strategies; Tax Planning Strategies; Retirement Plan Distribution; Investments; Social Security Retirement Benefits; and Estate Planning Strategies
Stephen is a graduate of Tulane University and Concord Law School . Stephen has passed his NASD Series 7, 63 and 65 examinations, He is also a licensed Life, Health and Annuities Producer.
Contact Stephen | Greenwich
About Wealth Services: Stephen provides investment advice and financial planning to clients through Belpointe Asset Management, LLC and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more.