• Manning Your Financial Future

  • Manning Your Financial Growth

  • Manning Your Financial Security

Our invitation






 CLIENT ACCESS 

Our Story

Many in the current generation of retirees do not have the financial security afforded by long term pensions.  In the world of 401(k)s and IRAs, you must first generate and then manage your own retirement income.  We specialize in retirement planning and will work with you to define and enjoy your retirement.

 

We’ll empower you

Our comprehensive approach starts with an evaluation of your current financial situation and then generates an investment strategy aligned with your retirement needs.  We will empower you to make better decisions regarding your retirement funds and navigate the opportunities and challenges of your financial future.

We’ll make it happen

We have experience working with the first generation of 401(k) and IRA retirees and have developed effective strategies to guide your transition from saving for retirement to living off of your retirement funds.  Since we are not compensated by product placements or other financial firms, our commitment is to your financial well-being.

" Planning is bringing the future into the present. "

Alan Lakein

Our Strength

Meet the CapTrust Team

Our Services


Investment
Advising

Investment advisint

We understand how to define and manage your investment portfolio, provide expert financial advice, and monitor activities effecting your accounts and personal security.

Asset
Management

Asset Management

We integrate established financial principles, proprietary software and advanced technology to define the right investment approach for each client.  As a fee-based provider, we have no ties to any specific financial institutions, leaving us free to access a full spectrum of investment opportunities for our clients.



YOur questions

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Our invitation


If you are asking these questions and in search of an independent advisory firm to help you achieve financial confidence and security in retirement, we invite you to consider CapTrust.

Our clients are families and individuals who value the personalized attention from an intimate, experienced team while leveraging the investment opportunities only provided by large technology driven financial institutions. The professionals at CapTrust understand how to define and manage your investment portfolio, provide expert financial advice, and monitor activities effecting your accounts and personal security.

The key to successful retirement planning is achieving long term alignment between defined goals and disciplined investment strategies. Our relationship together will start with a retirement forecast that captures and clarifies your needs, opportunities and goals. From there, we will explore the complexities of this simple approach and integrate established financial principles, proprietary software and advanced technology to define the right investment approach for each client. As a fee-based provider, we have no ties to any specific financial institutions, leaving us free to access a full spectrum of investment opportunities for our clients.

Families and individuals looking for an independent financial partner with a cost-conscious and goal-oriented approach should contact CapTrust. Your assets, your future, are worth CapTrust.

 

Manning Your Financial Journey

RSVP

Contact



Phone:

888-216-9765
610-388-6246

Fax:

484-775-1385


Email:

info@captrustfa.com

Address

330 Kennett Pike, Suite 209
Chadds Ford, PA 19317-8211

 

610-388-6246 | 888-216-9765

484-775-1385