Client First Capital

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​

Articles & Insights

Roth Conversions: When and How to Use Them
Survivor Benefit Plan
Charitable Giving: The Donor Advised Option
How to Trade Bitcoin and Other Cryptocurrency
Should You Use a TOD Designation on Your House?
Being Prepared: Planning for Diminished Capacity

Video Resources

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.

contact us

Drop Us A Line