About us

About us

Capital Trust Wealth Management

Common Goals

Because our fee is based on total portfolio worth, our goal is you goal — to increase your portfolio’s value based on your objectives.

Independence

We are an independent Registered Investment Advisor (RIA), which means that we do not have a group of investment products that we are limited to use.

Our Mission

Our mission at Capital Trust Wealth Management is to provide you with a positive long-term investment experience, and an advisor relationship built on personal trust and company-wide integrity.

Our Values

  • Provide clients with the most ethical financial services.
  • Be fair, empathetic and responsive in serving our clients.
  • Strive continuously to improve what we do and how we do it.
  • Always earn and be worthy of our clients’ trust.