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Financial services firm located in San Rafael, CA

Capital Trust Advisors Business Information

Name:
Capital Trust Advisors
Address:
1210 Fifth Avenue
#275
City:
San Rafael
State:
California, US
Zip Code:
94901
Telephone:
(415) 399-9100
Fax:
n/a
Website URL:
http://capitaltrustadvisors.com/
Facebook:
https://www.facebook.com/pages/Goldberg-Advisers/414674218715660
Twitter:
n/a
Categories:
Financial Planning Consultants
Investments
Hours:
M-F 8am-5pm, Sa-Su Closed (Available Saturdays and Sundays by appointment)
Services:
Concentrated Stock Positions, Divorce Planning, Financial Planning, Investment Advisory, Wealth Management
Products:
n/a
Brands:
n/a
Coordinates:
37.974408, -122.529858
Accepted Payment:
Contact:
hello@capitaltrustadvisors.com

About Capital Trust Advisors

At Capital Trust Advisors, we excel at delivering coordinated solutions which simplify our clients’ lives. Our ability to listen attentively leads to a highly personalized set of recommendations. The goal is a lasting and trusted partnership with every one of our clients.

STANDARD OF CARE

As a Registered Investment Advisor (RIA), operating under the Best Interest Standard, we provide customized wealth management and comprehensive investment advisory solutions. Held by a strict fiduciary duty, we put the needs of our clients first.

At Capital Trust Advisors (CTA), we also understand that knowing what to save and what to spend can be daunting. We believe we can help you find the right balance. We do this by first determining your motivation for having a healthy financial plan. We then customize your plan using several parameters:

Advise solely on your needs and objectives
Educate to minimize any anxiety around financial misconceptions
Provide viable solutions around cash flow and other timing issues
Navigate big ticket items with ease (private schools, college debt, homes, etc)
Assist in setting realistic and attainable goals

The end result is empowered financial decision-making, financial security and a partnership of trust that can span generations.



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