How We Work

Our wealth management process helps you have the time and ability to spend time on the important things in life. We offer customized wealth management services with a focus on personal service. We help you grow and protect your wealth and  achieve your goals.

We at Capital Trust & Associates are an RIA, with a Fiduciary Responsibility to our clients. We are an independent wealth management company, independent of any major financial services company, allowing us to customize planning strategies unique to your individual needs and goals. We have strategic partnerships with some of the largest financial institutions in the World, allowing us to deliver the world-class capabilities you expect of a global leader but providing the care and commitment of a small and independent wealth management firm. We invite you to learn more about us and get more understanding of how we work; Enter your name and email and we will send you a video presentation on our wealth management process and how we can help you… Get started now. Call 1 (203) 745-2021 to talk to us, or complete the above form and we will contact you at your convenience.