Private Wealth Management

We know that financial peace-of-mind is the destination every investor desires. Managing your wealth in a way that brings you security, happiness, and quality of life is important, and we’re passionate about providing the roadmap to make that happen for you.

Investment Consulting

Delivering on our promise to help you make the right financial decisions.

Advanced Planning

Enhancing and protecting your wealth, with the flexibility for charitable giving and passing your assets on to your heirs.

Relationship Management

Ensuring personalized service built on trust and collaboration, informed insight, and a strong understanding of your financial needs and goals.

The Wealth Management Formula

Achieving your financial goals requires more than just a diversified portfolio. At Capital Directions, we guide you through our proven formula that combines investment consulting, advanced planning, and relationship management to deliver holistic wealth management.

Contact Us today to learn how we can help you.

A Look at our Wealth Management Process.

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Discovery Meeting

  • Proprietary process to identify values and goals

Investment Plan Meeting

  • Present “Total Wealth Profile”
  • Review “2nd Opinion” of current strategy
  • Provide recommendations driven by values and goals

Mutual Commitment Meeting

  • Address questions
  • Plan revisions
  • Execute paperwork

45 Day Check-In

  • Address questions
  • Review “Client Portal”
  • Prioritize advanced planning objectives

Periodic Review Meeting

  • Review “Total Wealth Profile”
  • Update goals and review progress toward achieving goals
  • Portfolio review
  • Address any advanced planning need
  • Engage other advisors as necessary