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Capital Trust Advisors

Tel: (415) 399-9100
1210 Fifth Avenue
#275
San Rafael, California  94901
Capital Trust Advisors | Financial Advisor in San Rafael,California

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


General Information

Services:   Financial Planning, Investment Advisory, Wealth Management, Divorce Planning, Concentrated Stock Positions

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

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