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.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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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

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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