Leading You to a Better Way.
Our Core Belief
There is a better way to invest; one that puts you – the client – first, and applies a disciplined philosophy to achieve your financial goals.
Your financial journey begins with a clear roadmap, a customized plan to get you where you want to be.
For over 30 years, we’ve guided clients like you through life’s twists and turns, always providing a steady hand on the wheel.
Wherever you want your journey to lead, you can trust that Capital Directions knows the way.
A Better Way to Achieve Your Financial Goals
Our consultative, client-centric approach is designed to map out your financial goals and lay out a long-term investment plan to get you there.
A Better Way to Do the 401(k)
Smart investing is critical when your employees’ retirement is at stake. Capital Directions understands the importance of offering a retirement plan that inspires confidence and keeps costs low.
A Better Way to Run Your RIA
If you’re an independent financial advisor who wants to spend more quality time with clients and less time managing day-to-day administrative tasks, Capital Directions can assist you with a full range of back-office support and portfolio management services.
Despite a significant rebound in Fourth Quarter, stocks and bonds finished 2022 solidly in the red. Whether the lows reached in October prove to be the turning point in the recent downturn remains to be seen, but it’s certainly encouraging that the inflation rate has...
The holidays are just a few short weeks away, but it's never too early to start thinking about your financial goals for the new year. Here are a few things to consider as we wrap up 2022 and look ahead to 2023. Do you have any new goals for the year ahead? Where do...
“This time it’s different.” One of the great ironies of being wealth managers is that we hear this exact same phrase in every single bear market. It’s the phrase investors use to rationalize why they are bailing out of stocks. To be sure, there are unique aspects to...