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.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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Timing Your Retirement

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

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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

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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