About Our Firm

About Our Firm

At Client First Capital, we are committed to protecting and sustaining your wealth and financial wellbeing for multiple generations through our firm values of transparency, trustworthiness and thought leadership. As a family advisor, we specialize on providing multigenerational financial planning that is integrated with estate and tax planning.
Amar Shah

“I consider it a privilege to have the opportunity to serve my clients and their families and help them make decisions that align with their values and family dynamics.”

— Amar Shah, CFA, CFP®, Founder & CIO, Client First Capital

Why Choose Client First Capital?

There are many financial service providers you could choose from, spanning the range from large broker-dealers to small boutique firms. Here is why our clients choose us as a trusted family advisor over the rest of the crowd:

  • We do not take a mass market approach. As a family advisor, we invest in building mutual trust through deep client relationships allowing us to give our clients a tailored wealth management solution.
  • Our integrated wealth management solution combines investments, taxes and estate planning while taking into consideration your family’s values and dynamics.
  • We focus on simplicity, enabling our clients to focus on what matters most to them and their families.
  • We are dedicated to transparency, giving our clients peace of mind that their interests come first.
  • We consider the full scope of your wealth when you are crafting a legacy for future generations.

Our Guiding Principles

Trust is central to a successful long-term relationship. We are stewards of your capital and adhere to the high watermark for ethical standards in the financial industry, as defined by the Chartered Financial Analyst Institution and the CFP® designation.

We have a clear pricing model and believe in full transparency regarding compensation for our services. We are not a broker-dealer and do not take commissions, kick-backs, spreads, or other monetary compensation for the services we provide our clients outside of our fees.
We pride ourselves on providing thought leadership in the field of financial services and can create and implement complex financial strategies around retirement income, tax planning, and estate planning.

Our clients come first. It’s that simple. We provide honest and impartial advice based on your goals.

Our Expertise

We provide customized, evidenced based financial solutions by applying behavioral finance to your long term goals, current financial situation and unique life circumstances.

We are accountable for executing our client’s financial strategy and providing ongoing guidance based on clear and transparent reporting around progress towards financial goals. While no person can control the financial markets, our job is to focus on risk, fees and taxes — three areas which we can control.

Taking a proactive approach around these three areas is crucial to achieving a higher after tax return for your family than simply picking and timing the right investment

Our Investment Team

Amar Shah
Founder & Chief Investment Officer

Amar Shah founded Client First Capital to create a platform that reflects his values and provides impartial, evidence-based advice to his clients around maximizing their financial well-being. More ➜

Loren Bailey
Senior Wealth Manager

Loren has more than 25 years of experience in the financial industry helping individuals, families and businesses achieve their financial goals. More ➜

Tom Lawson
Director of Military Outreach

Throughout his 28 years of financial industry experience, Tom has worked at several firms including Schwab, USAA, Merrill Lynch and Smith Barney, serving in leadership positions and as a wealth manager. More ➜

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.

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