Home | Capital Trust Advisors

Experienced

Objective
Fiduciaries

Contact Us

Experienced

Objective
Fiduciaries

Contact Us

Experienced

Objective
Fiduciaries

Contact Us

What We Do

Financial Planning

Investment Advisory

Wealth Management

“Planning is bringing the future into the present so that you can do something about it now.”

— ALAN LAKEIN

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

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

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

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

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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Have a Question?

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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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Helpful Content

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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