Capital Assets Planning, Inc.

Securities offered through Grove Point Investments, LLC  Member FINRA/SIPC.

GPF Form CRS: https://www.grovepointfinancial.com/for-investors

Capital Assets Planning, Inc. is a Registered Investment Advisor firm. Investment advisory services offered through Capital Assets Planning, Inc., which is not affiliated with Grove Point Investments LLC.  Investments will fluctuate in value and are subject to investment risks which may include loss of some or all of invested principal. 

Constance M. Dupras, CFP^® and Natasha G. Cashman, CFP^® are Investment Adviser Representatives of Capital Assets Planning, Inc. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP^®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Constance M. Dupras and Natasha G. Cashman are Registered Representatives of Grove Point Investments, LLC. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. 

Current state licensing for Constance Dupras: AL, AR, CA, CO, CT, DC, DE, FL, HI, KY, MA, MD, ME, MN, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI.

Current state licensing for Natasha G. Cashman: MD, VA

Please inform CAP if you are a resident of another state so proper licensing may be obtained before advice is offered. 

Capital Assets Planning, Inc.,1680 Kingsbridge Ct.,Annapolis, MD 21401-6408

Phone: (703)204-9410; (800)410-3891• Fax: (703)204-9439

Email: cap@capdupras.com

CAP Clients: Click here to link to your Portfolio CLIENT PORTAL