We are Pleased to Announce
Capital Directions has joined Savant Wealth Management.
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.
Capital Ideas
First Quarter 2023 Client Letter
First Quarter 2023 saw stocks continue their roller-coaster ride that has been ongoing for more than a year now. Though most major market indices ended the quarter in the black, there was significant volatility along the way. Turbulence in the stock market often leads...
Fourth Quarter 2022 Client Letter
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...
Plotting your financial course in 2023
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...