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Scopo Capital Planning

Scopo Capital Planning

Scopo Capital Planning Clients

For Our Existing Clients please click on the icons
below to link to the portal that is established for you.

Charles Schwab Login

Assetmark Login

23 Route 31 N. Suite A-12, Pennington, NJ, 08534

P: 609.474.0040 | F: 609.757.9458

Scopo Capital Planning is not a registered broker-dealer nor a registered investment advisor.
Scopo Capital Planning and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Consolidated Portfolio Review and its affiliates.
Advisory Services offered through Consolidated Portfolio Review
Custodians: Fidelity Clearing & Custody Solutions, Assetmark Trust Company, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit
www.vanderbiltfg.com/disclosures
Neither Vanderbilt Financial Group, nor any of its associates provide tax or legal advice. Please consult with your tax and/or legal advisors regarding your personal circumstances.