Welcome to cappex.com

At cappex.com, we focus on clear financial guidance that helps you manage your money with confidence and ease.

A friendly financial advisor discussing plans with a client in a bright, modern office.
A friendly financial advisor discussing plans with a client in a bright, modern office.
Our Promise
Our Approach

We combine personalized service with practical strategies to support your financial goals every step of the way.

A warm, inviting office space where a financial advisor is attentively discussing plans with a client.
A warm, inviting office space where a financial advisor is attentively discussing plans with a client.

Trust

Moments that show our commitment to your financial future

Close-up of hands exchanging documents symbolizing transparency and partnership.
Close-up of hands exchanging documents symbolizing transparency and partnership.
A team meeting in progress, with diverse professionals collaborating over financial charts.
A team meeting in progress, with diverse professionals collaborating over financial charts.
A smiling client shaking hands with their advisor after a successful consultation.
A smiling client shaking hands with their advisor after a successful consultation.

Cappex.com helped me organize my finances with ease and confidence.

J. Lee

Smiling woman reviewing financial documents at a cozy home office.
Smiling woman reviewing financial documents at a cozy home office.
Close-up of hands typing on a laptop with financial charts on the screen.
Close-up of hands typing on a laptop with financial charts on the screen.

★★★★★

Help

Questions? Reach out anytime.

Contact

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info@capp-ex.com

(847) 748-9014

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450 VETERANS MEMORIAL PARKWAY, SUITE 7A, EAST PROVIDENCE, RI 02914