Client First Capital Solutions:
Services Overview
We have three service options to choose from to best suit your needs:
Advice Only
Client First Capital works with individuals and families to craft a highly customized financial plan with well-defined goals, incorporating the knowledge from both the Chartered Financial Analyst (CFA) Institute and the guidelines established by the Certified Financial Planner (CFP) Board of Standards.
Wealth Management
Our Wealth Management service goes beyond advice-only planning. It includes everything provided in our advice-only service, plus the power of our proprietary investment strategy. With a focus on your goals, values, and long-term success, we offer two strategies that can be combined to create a highly customizable portfolio tailored to your unique financial needs.
Family Office & Trustee Services
We work with individuals and families with significant wealth who need our help to seamlessly align complex situations with their goals so they can focus on living their best possible life during and after their careers. This option also provides comprehensive solutions and trustee services through Fidelity and Schwab.
LEARN ABOUT OUR
INTEGRATED APPROACH: