CAPITAL TRUST WEALTH MANAGEMENT
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
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.
Our investment strategy is based on passive asset class investing, a Nobel
We pay particular attention to three main areas of risk management: volatility, downside risk
We can coordinate with all the various estate-planning advisors (attorney, CPA, business valuation team) to effectively handle the issues concerning your estate.
Tax-efficient investment management is the key to ensuring that your portfolio is structured to minimize the impact of taxes.