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
One of the many decisions you will be faced with as you approach retirement age is when is the right time to claim Social Security benefits. There are many factors to sort through to make the right decision for you. Will it still be there when I’m ready to claim...
If you want to see (perhaps even enjoy) an exercise in futility, run a search in Google on this phrase: 2019 predictions about the stock market in 2020 As you’ll find, the search returns dozens of articles containing hundreds of predictions from market pundits about...
Estate planning can be complicated and morbid to talk about. As a result, it’s often one of those items that gets put off. But the pandemic has caused many of our clients to ask about their estate plan. An estate plan is a set of legal documents that lay out how to...