Our Vision

At Capital Directions, we work only with individuals for whom we can have a tremendous impact on their financial lives. More than twenty years of working with affluent individuals has taught us that setting our clients’ financial lives in order results in greater peace of mind and frees them to focus on the things that truly bring them joy in life, such as quality time with family, charitable activities and entrepreneurial opportunities.

To ensure we have the resources to dedicate to each client, we limit our Consultative Wealth Management practice to one hundred relationships to ensure an outstanding level of service. Because we work very closely with a limited number of clients, we begin our Consultative Wealth Management process with a Discovery Meeting to help determine if there is a mutual interest in working together.

Our commitment to wealth management clients includes:

• Independent, conflict free advice;

• A holistic approach to wealth management;

• On-going access to a team of legal, accounting and insurance experts who help us address each client’s advanced planning needs;

• A proven, consultative process that maximizes the probability of achieving each client’s most important financial goals