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What We Do

Financial Planning

Financial Planning


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Investment Advisory

Investment Advisory


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Wealth Management

Wealth Management


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Our Locations

San Rafael

1210 5th Avenue, Suite 275

San Rafael, CA 94901

San Francisco

235 Montgomery Street, Suite 812

San Francisco, CA 94104

West Palm Beach

403 South Sapodilla Avenue, Suite 713

West Palm Beach, FL 33401

How We Work

Our mission is to deliver a high level of comprehensive investment guidance, in order to achieve optimal financial results for our clients. Objectivity and accountability create the framework for our success. Most importantly, we work for you as a trusted fiduciary and advisor – now and always.

We accomplish this through a three-fold lens using:

A Focused Approach

A Focused Approach

We build relationships by listening, asking the right questions and delivering on reasonable expectations.

Clear Objectives

Clear Objectives

We seek to maximize after-tax, inflation and risk-adjusted returns. Years of experience have prepared us to guide you through your life transitions.

Customized Investments

Customized Investments

We develop tailored solutions to help clients protect and grow their wealth.

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In an ever-changing world where you work hard for your money, you are entitled to receive a true fiduciary experience. At Capital Trust Advisors we are committed to provide that experience. We also believe everyone deserves to have a sustainable financial plan to see them through all of life’s changes.

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