---
title: Stuart Caplan | Wealth Advisor
description: Meet Stuart Caplan and learn about his role helping clients navigate investment strategy, financial planning, and long-term wealth decisions.
---
[](https://www.memberswealthllc.com/)
# Members' Wealth
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# Stuart Caplan, CFP®
Senior Wealth Strategist
Stuart “Stu” Caplan is a Certified Financial Planner (CFP)™ and Senior Wealth Strategist at Members’ Wealth. With more than 20 years of experience, much of it serving high-net-worth and family office clients, Stu brings a deep investment background to helping families navigate their broader wealth strategies.
Certified Financial Planner (CFP)™
20+ Years of Experience
High-Net-Worth & Family Office Experience
Investment & Wealth Strategy
[Schedule a Meeting with Stu](https://meetings.hubspot.com/stu-caplan) [Email Stu](mailto:Stu@memberswealthllc.com)
Marketing & Communications
#### Content Strategy
#### Digital Marketing
## Meet Stu
Stu Caplan has over 20 years of experience with the bulk of that in HNW and Family Office environments. Most recently, he spent 13 years as Chief Investment Officer at Apex Financial Advisors customizing portfolios and managing relationships. Prior to that, he navigated the financial crisis at Brickell Capital Management, designing hedge funds-of-funds and various trading strategies.
Stu has an MBA from the University of Maryland and graduated cum laude with honors from the University of Arizona majoring in Marketing and Entrepreneurship.
Stu resides in Bucks County, PA with his wife and two sons. He’s an avid golfer and is thrilled that his boys have embraced the game. He also volunteers his time as a board member of the PKD Foundation.
#### Related Resources
- [How We Help](https://www.memberswealthllc.com/how-we-help)
- [Who We Serve](https://www.memberswealthllc.com/who-we-serve)
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- [Meet Our Team](https://www.memberswealthllc.com/our-story#founders)
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## Stu’s Approach to Wealth Strategy
### **Bringing an Investment Perspective to the Broader Plan**
A family's investment portfolio is an important part of its financial picture, but it is only one part. Investment decisions can intersect with retirement goals, taxes, estate planning, risk and the changing needs of a family over time.
With experience spanning portfolio management, investment strategy and client relationships, Stu brings an investment-informed perspective to comprehensive wealth planning while helping clients consider how individual decisions fit within their broader goals.
That collaborative approach is reflected in Wealth Done R.I.T.E.™: Risk, Investment, Tax and Estate, and Members’ Wealth’s Four-Person Service Team, which brings together CFP®, CFA®, JD and Client Concierge perspectives.
[Learn About Wealth Done R.I.T.E.™](https://www.memberswealthllc.com/how-we-help)
**Recent Insights from Stu**
[Beyond Saving: How to Plan for the Retirement You Want](https://www.memberswealthllc.com/insights/retirement-planning-beyond-saving)
#### Beyond Saving: How to Plan for the Retirement You Want
Oct 26, 2026 7 min read
[When Do Municipal Bonds Make Sense?](https://www.memberswealthllc.com/insights/when-municipal-bonds-make-sense)
#### When Do Municipal Bonds Make Sense?
Sep 10, 2026 6 min read
[What are Bond Yields Trying to Tell Us?](https://www.memberswealthllc.com/insights/why-interest-rates-remain-high)
#### What are Bond Yields Trying to Tell Us?
Aug 17, 2026 7 min read
### **Ready to Start a Conversation?**
We're here to help you navigate your financial future with confidence.
[Schedule an Introductory Meeting](https://meetings.hubspot.com/stu-caplan)
or
[Contact Stu](mailto:stu@memberswealthllc.com)
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Members’ Wealth LLC provides investment advisory, wealth management, and other services to individuals, families, and institutional clients. Members' Wealth does not provide legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.