Looking for a Financial Advisor

Looking for a financial advisor that integrates investments, taxes, and estate planning?

There are many financial service providers you could choose from, here is why our clients choose us as a trusted family financial advisor over the rest of the crowd:

We start by understanding your values and then aligning your financial plan to support what’s most important to you.

We offer an integrated wealth management solution that 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 trustworthiness and transparency, giving our clients peace of mind that their interests come first.

Let’s see if we are a good fit!

1.
DO WE SPECIALIZE IN WHAT YOU NEED?

We specialize in helping clients in retirement and pre-retirement to develop customized wealth and investment solutions. Our wealth management 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. We may be a great fit if you:

  • hold $1M+ in investable assets and are approaching retirement or already retired
  • require integration between investments, taxes, and estate planning
  • are looking for a personalized, hands-on approach to wealth management

2.
IF SO, LET’S CHAT

A 30-minute introductory phone call will give us both a chance to make sure your situation matches our expertise.

3.
TAKE SOME TIME AND THINK ABOUT IT

Choosing a financial advisor usually isn’t a quick decision and our goal is to build trusted, long-term relationships with our clients. Take your time and see if you feel like Client First Capital is right for you. We’ll be here when you need us!

More questions?

 Yes. In addition, Client First Capital abides by both the Chartered Financial Analyst and Certified Financial Planner code of ethics.

Financial advisors at CFC are highly knowledgeable having industry leading accreditations and recognized designations including CFA (Chartered Financial Analyst), CFP® (Certified Financial Planner), and / or PFS (Personal Financial Specialist).

Our clients choose us as a trusted family advisor over the rest of the crowd given our core tenants of transparency, trustworthiness and thought leadership. Please visit our About Us page to learn more.

We provide three service options spanning advice only, wealth management and family office / trustee services. These service offerings are further detailed on our Services Overview page.

Our integrated approach to wealth management lies at the intersection of investments, taxes and estate planning. As a family advisor, we are best positioned to understand how decisions impact all three of these areas.

Schedule an introductory phone call (step 2):

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