CAPITAL TRUST WEALTH MANAGEMENT

ALWAYS PLACING
YOU FIRST

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

About US

With our other areas of expertise, such as tax, estate planning, and our services to businesses, we are able to provide total financial solutions to all of our clients’ needs

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.

WEALTH MANAGEMENT

Asset Allocation

Our investment strategy is based on passive asset class investing, a Nobel prize–winning investment strategy developed through academic research.

Risk Management

We pay particular attention to three main areas of risk management: volatility, downside risk and broad exposure.

Estate Planning

We can coordinate with all the various estate-planning advisors (attorney, CPA, business valuation team) to effectively handle the issues concerning your estate.

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Tax Planning

Tax-efficient investment management is the key to ensuring that your portfolio is structured to minimize the impact of taxes.

PLANNING PROCCESS

Establish Goals & Objectives

We help you establish your investment goals, and facilitate implementation of the goals that you choose.

Determine Risk Tollerance

We begin by listening to you. We help you determine how much risk you’re willing to accept to achieve your goals.

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Monitor, Evaluate, and Discuss Progress

We provide regular, on-going guidance and education so you can comfortably oversee our implementation of your policies.

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Design and Construct Portfolio

We construct a portfolio unique to your individual needs, where your tolerance of risk, return expectations, and time frames are all conscientiously considered.

TOM BROUGH
President, CEO

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.