Bill McNeer, CFP®
Your Trusted Wealth Partner
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Capasso Planning Partners
Bill McNeer, CFP®
Winston-Salem, NC
Serving Clients Nationwide
Your Trusted Wealth Partner
Areas of Focus
- Choosing a Financial Advisor
- Choosing a Financial Coach
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- LGBTQ Couples
- Retirement Planning
- Taxes
- Women & Wealth
About Me
Hi, I'm Bill McNeer. I am a New Jersey native but have called North Carolina home for over 40 years.I'm a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience. I am also a partner and senior financial planner in an SEC registered registered investment advisor, Capasso Planning Partners, LLC.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements and pass the comprehensive CFP® Board Certification Exam can call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest.
My practice focuses on comprehensive financial planning for high net worth individuals, small business owners and anesthesia medical professionals seeking to maximize the most efficient corporate retirement plan while mitigating their taxes. I also focus on individuals experiencing a divorce and the equitable distribution of marital assets.
My investment philosophy is unique in that I focus on rates of change of the incoming data...fractal geometry & calculus teaches us this. No feelings, just math. I do this for 50 different countries and update it each day. As market conditions change, we adapt.
For the past several years, I have taught non-credit continuing-education financial planning courses at local community colleges. I have also volunteered on the board of CareNet Counseling, where I served as Vice President and fund raising chair. This community-based, non-profit organization is affiliated with Wake Forest Baptist Health and focuses on helping clients to restore and maintain their mental wellness.
I have been happily married for over 22 years and have three wonderful children and one grandchild. In my spare time, I enjoy spending time with my wife, bodybuilding, golf, reading, and Notre Dame Football.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Certification in Long-Term Care (CLTC)
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
301 N Main St Winston Salem, NC 27101
Additional Locations
📍 635 East Bay Street, Suite C Charleston, SC 29403
📍 9600 Great Hills Trail, Suite 150W Austin, TX, 78759
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button then set up a time to talk about where you are in your financial journey and how we can help you get further. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Capasso Planning Partners, our team of independent, credentialed advisors is here to help you navigate the various complexities of your financial life.What CPP Can Do For You:
✅ Portfolio Management: We help clients constructing customized portfolios that align with their goals and risk tolerance to allow them to reach their high level of financial success. Once a portfolio is built, we manage, monitor, and rebalance the portfolio as needed to ensure our clients are on track.
✅ Retirement Planning: You want to retire comfortably and Capasso Planning Partners wants to help. Regardless of your age, retirement planning is essential to any financial road-map. Our approach to planning is designed to let you focus on living the life you earned.
✅ Asset Protection: Capasso Planning Partners is here to structure your portfolio in a way that minimizes your risk exposure and protects the assets you need the most against inflation and fraud all while limiting intrusive creditor access.
✅ Risk Management: Risk management is about assessing, pricing, and making sound decisions about risk. Our team does a full review of your insurance needs, protecting your assets from being under or over-insured. We make sure that you are protected without paying additional unnecessary premiums.
✅ Estate Planning: Leaving behind a legacy is important and making sure your assets are transferred in the most efficient way possible is the goal of our estate planning process. Your wishes may include using your assets to help secure your family’s future, support a charitable cause, or your place of worship. Our process makes it easy to have your assets go to the things closest to your heart.
✅ Tax Planning: From helping with maximizing taking losses, asset depreciation, minimizing your taxable income, and tax-efficient investing the team at Capasso Planning Partners has the experience you need to best maximize your tax situation. Being tax alpha is the best way to maximize returns on both investments and regular income.
Education
Bryan School of Business and Economics at UNCG, Bachelor's degree, Economics
Hobbies and Interests
- Family
- Football
- Golf
- Reading
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Healthcare Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
How to Find Financial Advisors for Small Business Owners
Get to Know Certified Financial Planners & Find a CFP
What is an Accredited Investment Fiduciary (AIF)?
Looking for a Financial Advisor for Healthcare Professionals?
What Is the Certification in Long-Term Care (CLTC) Designation?
Financial Planning For Women By Life Stage And The Advisors Who Serve Them
Looking for a Financial Advisor in Greensboro, North Carolina?
Financial Planning for the LGBTQ+ Community
Looking for a Divorce Financial Planner?
Looking for a Financial Advisor for Millennials?
Looking for a Financial Advisor in Winston-Salem, North Carolina?