Financial Planning Team
Caggiano Wealth Partners provides personalized, objective financial guidance designed to help individuals, families, and business owners build, preserve, and transition wealth with confidence. The team focuses on comprehensive planning that integrates investment management, retirement strategies, tax-aware planning, and legacy considerations tailored to each client's unique goals and priorities. Clients value the firm's commitment to trust, integrity, independent advice, and long-term relationships that support informed financial decisions through every stage of life.
AMERIFLEX Support Staff
Christian Lemke Lemke, CFP®, CPWA®, CEPA
Transition Wealth Planner
Kimberly Fritcher
Virtual Administrative Assistant
Kristan Bjorkman
Ameriflex Premier Concierge
Mark Miller, CFP® , CIMA®
Ameriflex Premier Planner
Let's Begin the Conversation!
Every journey begins with a single step.
When you are ready to begin your financial future, chart your path to retirement, or perhaps just make a course correction, we are here and ready to help.
If you have questions or just want to talk, please fill out this form, and we’ll be in touch to assist you in any way you need.