What We Do

Financial Planning

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Investment Advisory

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Wealth Management

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“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

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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Helpful Content

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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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