We are Family Advocates
Individuals and family offices turn to Client First Capital as their trusted family financial advisor for holistic advice and wealth management integrated with estate and tax planning. Our services include:
Advice Only

Services
Highly-customized financial plan development.
Wealth Management Services
Integrated wealth and investment strategies & management.
Family Office & Trustee Support
Personal & family office solutions for high-wealth clients.
Who We Serve
We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions aligned with their values and family dynamics. Our services are ideally priced for individuals and families with $1M to $10M in investable assets. In addition, we provide comprehensive solutions to high-wealth family offices.
Individuals & Families with $1M+
Less than 5 Years to Retirement
Retired or Work Optional
Family Offices with a minimum of $10M in Assets​
Committed to Service
Client First Capital is committed to providing value through integrity, transparency, knowledge and insight.
Our goal is to build trusted, long-term relationships with our clients founded on evidence-based financial
advice and sound investment strategies.
Get In Touch
Contact Details
If you are interested in working with us then please drop us a line, we would love to hear from you.