A Whole Is Greater Than a Sum of Its Parts
About Us
Our Team Approach
At Capri, we strongly believe that a team approach is powerful because it brings together individuals with diverse skills and expertise, ensuring that every aspect of your financial strategy is handled with precision and care. Just as no single person can be an expert in every field, no single strategy fits every client. By “getting the right people on the bus” – each with a unique strength – we have created a collaborative, dynamic environment that propels your financial journey forward.
Anthony Capri
Managing Director, Senior Financial Advisor
Anthony Capri is the Founder of Capri Wealth Management. For almost 30 years, Anthony has been passionately helping his clients manage the complexities of such life-changing events as selling a business, changing jobs or transitioning to retirement. His approach to financial management includes a thorough planning process, personalized financial strategies, and a commitment to providing outstanding service. As an advisor, Anthony’s mission is to guide his clients on the growth and preservation of their assets, helping them optimize their investments.
During his tenure at Temple University, Anthony discovered his true passion: helping others grow their wealth. Anthony gained valuable experience at Merrill Lynch and Morgan Stanley, where he honed his skills before deciding to establish his own practice.
In 2024, Anthony was featured in Philadelphia Style magazine, where he shared insights into his working-class roots and his first job at a local grocery store at age 13. He discussed how these experiences shaped his appreciation for hard work and ambition – qualities that remain central to his identity and success today.
When he’s not working directly with clients you can find Anthony spending quality time with family and friends. He also enjoys daily exercising and experiencing the beauty of the world around him.
Anthony Capri is the Founder of Capri Wealth Management. For almost 30 years, Anthony has been passionately helping his clients manage the complexities of such life-changing events as selling a business, changing jobs or transitioning to retirement. His approach to financial management includes a thorough planning process, personalized financial strategies, and a commitment to providing outstanding service. As an advisor, Anthony’s mission is to guide his clients on the growth and preservation of their assets, helping them optimize their investments.
During his tenure at Temple University, Anthony discovered his true passion: helping others grow their wealth. Anthony gained valuable experience at Merrill Lynch and Morgan Stanley, where he honed his skills before deciding to establish his own practice.
In 2024, Anthony was honored with Philadelphia Style magazine’s Men of Influence award. In the feature, he shared how his working-class roots and first job at a local grocery store at age 13 shaped his appreciation for hard work and ambition—qualities that remain central to his identity and success today.
When he’s not working directly with clients you can find Anthony spending quality time with family and friends. He also enjoys daily exercising and experiencing the beauty of the world around him.
Michael Jett
Vice President, Financial Advisor
Michael Jett, a graduate of Monmouth University, is a licensed broker and Financial Advisor at LPL Financial. He began his career at Morgan Stanley in 2018 after being selected for the firm’s prestigious Financial Advisor Associate program – a rigorous 36-month training and development initiative. During his tenure at Morgan Stanley, Michael was recognized for his exceptional performance and was named to the firm’s elite Pacesetters Club, an honor reserved for top advisors.
After completing the program, Michael successfully transitioned from the wirehouse space, demonstrating his commitment to embracing new opportunities and charting his own course in the financial industry with Capri Wealth Management.
In his role, Michael specializes in meeting the investment needs of high-net-worth clients, high-income millennials, pre-retirees, and retirees. He develops disciplined strategies to help his clients pursue financial confidence and independence. Portfolio construction is at the core of his growing practice, as he uses his expertise to create customized investment portfolios tailored to his clients’ risk tolerance and cash flow needs. Michael takes great pride in guiding his clients toward their financial goals.
Outside of work, Michael enjoys traveling, spending time with family, attending sporting events, and supporting Philadelphia sports teams.
Michael Jett, a graduate of Monmouth University, is a licensed broker and Financial Advisor at LPL Financial. He began his career at Morgan Stanley in 2018 after being selected for the firm’s prestigious Financial Advisor Associate program – a rigorous 36-month training and development initiative. During his tenure at Morgan Stanley, Michael was recognized for his exceptional performance and was named to the firm’s elite Pacesetters Club, an honor reserved for top advisors.
After completing the program, Michael successfully transitioned from the wirehouse space, demonstrating his commitment to embracing new opportunities and charting his own course in the financial industry with Capri Wealth Management. By 2025, after his first year at LPL Financial, Michael was honored with the 2025 Five Star Wealth Manager award.
In his role, Michael specializes in meeting the investment needs of high-net-worth clients, high-income millennials, pre-retirees, and retirees. He develops disciplined strategies to help his clients pursue financial confidence and independence. Portfolio construction is at the core of his growing practice, as he uses his expertise to create customized investment portfolios tailored to his clients’ risk tolerance and cash flow needs. Michael takes great pride in guiding his clients toward their financial goals.
Outside of work, Michael enjoys traveling, spending time with family, attending sporting events, and supporting Philadelphia sports teams.
Calvin Williams
Associate Financial Advisor
Calvin joined Capri Wealth Management while still in college. Over the course of his four years with the firm, Calvin has experienced significant personal and professional growth and is deeply grateful for the strong sense of camaraderie and shared vision among everyone at Capri. He firmly believes that the skill, determination, and teamwork demonstrated by the Capri team are key factors in the firm’s success. Driven by his passion for continuous growth and learning, Calvin is always seeking new opportunities to expand his knowledge.
In addition to his role as a Financial Advisor, Calvin serves as the firm’s operational lead, ensuring that day-to-day operations run smoothly and efficiently. In his free time he enjoys spending it outdoors whether its golfing fishing or bbq smoking.
Together, we can tackle challenges from multiple angles and develop a comprehensive plan that works in harmony to pursue your goals. We take the time to truly understand your financial landscape. From our first conversation, we are committed to providing you with our undivided attention, guiding you with the same care and focus we would offer a family member. Whether it’s planning, execution, or adjusting along the way, we’re right there with you, proactively addressing obstacles as they arise.
In a world where financial decisions are critical, knowledge is more than power—it’s the foundation for making informed, intelligent choices. As you approach retirement, every decision becomes more important, and the stakes higher. That’s why we’re here: to help you avoid costly mistakes, to empower you with the insights you need, and to ensure that every step you take is aligned with your long-term goals.
Capri and the Bell
The bell is a powerful symbol of clarity and transformation. Similar to how a bell marks the start or finish of significant events, in wealth management, it highlights vital milestones throughout our clients’ journeys. Reaching a savings goal, embarking on a new investment venture, or celebrating significant life events are milestones worthy of recognition. For this reason, our new logo features a swinging bell that reflects our commitment to guiding clients through these big achievements.
We believe that the resonant sound of a bell will invigorate clients to engage actively with their financial planning, instilling a sense of urgency and purpose. Our mission is to help clients hear that call, empowering them to make informed choices and take decisive actions toward their financial goals.
Our Mission and Values
Everyday we live and breathe by our mission and values. They inspire us to continue on our relentless pursuit to create enduring value for our clients.
Our Mission
To challenge the status quo in wealth management where daring insights and creativity meet strategic planning in ways that empower our clients to realize their aspirations with confidence.
Our Values
As visionaries, we look to push boundaries in ways that help our clients realize their financial dreams. We are relentlessly…
Competent
Creative
Courageous
Committed
Inspiring
Reliable
