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.
Learn More about our Private Wealth Management Services.
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.
Learn More > about our Retirement Plan Services
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.
Learn More about our Advisor Services
It was in this letter exactly a year ago that we sought to provide some perspective about the steep decline stocks had just experienced in fourth quarter 2018. Over the course of just a few trading sessions in December, the Dow Jones Industrial Average declined 12%,...
It has been said that golf is an easy game, it’s just hard to play. Much the same could be said of investing. The principles of long-term investment success aren’t particularly complicated. Construct a well-diversified portfolio appropriate for your risk and return...
Terry Hartigan, CFP® | Principal Sustainable and Socially Aware Investing: Pursuing a Successful Investment Experience Investors have increasing awareness that pursuing their financial goals does not have to come at the expense of their values. Central to Capital...