The Millstone Times - December 2022

Grant vest Financial Group By Pam Teel

As financial professionals and fiduciaries, the Wealth Management Team at Grantvest Financial Group are committed to helping people create solutions in all aspects of their lives, from financial planning to investment management. Lo cated in Matawan, NJ, Grantvest Financial Group was founded by Anthony Caputo, a Millstone Township resident, and co-owner Gregory Guenther, of Wall, NJ. Through their professional knowledge, personal integrity, and personalized services, the goal of Anthony and his team is to become your most trusted advisory group; with services that include, retirement planning, insurance planning strategies, investment, college planning resources, Social Security analysis, pension calculations, budgeting, and cash flow strategies. Anthony was born and raised in Staten Island. Anthony lost his dad to cancer at just 48 years old. Anthony was nine teen and in college at the time. His dad was uninsured, leaving his mother with two sons and a mortgage to pay off, and no IRA / 401K / or retirement plan. His mother, who worked as a special education para at Anthony’s high school, could not fully support her family on her salary.

An thony Caputo, ChFEBC

Anthony’s life changed in the blink of an eye. His father’s dying wish was for him to finish college. In order for Anthony to stay in school, he had to find a part time job so he could help with college expenses. When his friends were out having fun, Anthony was busy working to help pay for his schooling or studying finance. What weighed on Anthony’s mind more than anything was how his mother would turn to him and ask him for financial guidance and advice. At nineteen, what did he know? He felt helpless. He learned the hard way what it means to not have a financial plan set in place. He set out with a goal of trying to learn and understand everything he could about finance, so he could be better prepared in the future when he had his own family. With a lot of hard work, Anthony graduated with a B.A. degree fromHofstra University. He had helped to fulfill his father’s last wishes, and he was ready to start his new career. Because of his past experience, the passion that he had to help others be prepared for life’s lessons always stayed with Anthony. But he had to put that thought on hold for a while. It was about the same time that 9/11 happened, and during that period, it was tough finding a job in finance. During his finance hiatus, Anthony worked on the television show The Bachelor, for season five. He was the associate producer on the New York based season featuring then Bachelor, Charlie O'Connell. Anthony got back into finance in 2005 and began his career in the financial services industry as a Wealth Advisor for the Premiere Banking and Invest ments division of Bank of America Investments/Merrill Lynch. In 2009, he and partner, Greg Guenther, started their own independent Planning Practice to better serve the needs of his clients. With six professional licenses/designations, Anthony is able to offer personalized investment strategies aimed at servicing, managing, and preserving the wealth of you and your family. Later on, because of Anthony’s business acumen, he was approached by two longtime friends about becoming a strategic partner in a manufacturing start-up. Anthony would help this company launch from prototype making in the garage, to the big stage of ABC’s hit show, Shark Tank, in less than 3 years. Anthony and then partners would be featured on Season 5 where they would strike a deal with their favorite Shark, Lori Greiner. their product, The Paint Brush Cover, can still be found in Home Depot’s Nationwide, amongst many other hardware stores throughout the U.S. They were a big success selling millions of Paint Brush Covers in just a few short years. In 2016, Anthony sold out of his part of the manufacturing business to continue building his Financial Planning practice. Anthony has always had a passion to help others and to be a mentor, both inside and outside of work. He and his wife Julia have been blessed with four children. Anthony is a man of values and tradition, and always makes time for his family. He is a coach for the Millstone Little League, co-head coach for the towns’ 10u tackle football team, along with his brother in law and fellow Millstoner, James Cortopassi. Anthony also sits on the Board of both leagues in town. Anthony was always involved in sports growing up, with his dad right by his side coaching him and teaching him not just how to play the sport, but how to be a team player. He also taught him how to work hard for what you want, and how to strive to be a leader. Looking back, Anthony realized that all the coaching from his dad was not just about how to play the game, but rather how to get by in life. Anthony’s goals, as coach of his children’s sports teams, is to instill in tomorrow’s leaders all the valuable lessons he carries with him today. By working closely with you, Anthony’s team, which consists of co-owner Gregory Guenther, Leo Wong, and Joseph Cammayo, get to know and under stand your wants and needs and help you identify the personal finance strategies that may improve your lifestyle, both present, and in the future. The team consists of four fiduciary Financial Planners/ in-house institutional bond traders/ 3 operations staff, and one in-house compliance officer-An thony’s younger brother, Michael. With trust and integrity, and decades of experience in the financial service industry, the team is there to help you to reach your goals. For more information go to: www. Grantvest.com Contact Toll-Free: (877) 651-8949 / Office: 732-970-6661| 106 Main Street, Suite D& E | Matawan, NJ 07747

www. TheMillstoneTimes.com 3