Bill McNeer, CFP®
Your Trusted Wealth Partner
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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.
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