Risk Survey

Risk, this word means different things to different people. Some simply see the word and become anxious. Others see this word and automatically feel excitement.

At Caparelli Wealth Management, Inc., we believe in risk management. One of our primary objectives is to help you identify your level of acceptable risk as it relates to your savings and investments. Whether it be high risk, low risk or no risk. 

We call this risk tolerance. 

The below Risk Survey is a tool intended to give us insight into your personal "appetite" or tolerance for risk. 

Please complete the survey to the best of your ability. Please keep in mind that there are no "right" answers.

After completing the survey, please click the "Submit" button and your information will be emailed directly to us.  We will promptly review and score your survey then contact you to review your results.