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At Capital Trust Advisors, we excel at delivering coordinated solutions which simplify our clients’ lives. Our ability to listen attentively leads to a highly personalized set of recommendations. The goal is a lasting and trusted partnership with every one of our clients. STANDARD OF CARE As a Registered Investment Advisor (RIA), operating under the Best Interest Standard, we provide customized wealth management and comprehensive investment advisory solutions. Held by a strict fiduciary duty, we put the needs of our clien... read more
1210 Fifth Avenue, #275, San Rafael, CA, 94901, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
We’ve partnered with JB as our trusted financial advisor for many years. He’s both a pro and personally invested in our happiness and financial success. He’s responsive and always easy to get ahold of. Additionally, he’s well networked and has connected us with professionals for other services when needed (i.e tax account, mortgage broker, etc). As our family has grown, JB has been there with us, helping us through the life insurance process and opening a college savings account for our daughter to start planning for her fut... read more
My wife and I have been working with JB for almost 4 years now. We have been through a pandemic, weak and strong economies, and a couple of employment changes. Along the way, JB has been nothing but supportive in our decisions and helping us both exceed our retirement and kids savings goals. Available at the drop of a hat, we always feel confident that when we make a financial decision, he will be honest and provide both the pros and cons. From someone who was very intimidated to send his hard earned dollars "away", I co... read more
JB has been our financial advisor for 8 years or so, and I recommend him to all of my friends and family. He's the full package - professional, knowledgeable, courteous, and honest. Stop reading reviews and just call him. You won't regret it!
I've been working with CWM and specifically Julian for over two years now, and I can't recommend him more highly. He is attentive, available, clear, and very patient. He is always honest about what he thinks is wise or unwise, but not judgmental, allowing me to make my own choices. CWM allows great transparency into my account with them, which is very helpful. At the onset, Julian said to me he enjoys most accompanying his clients through life and helping build their financial future, while building a long-term relationship,... read more
JB is an amazing FA. Be it that my wife and I were new to investing he took the time to explain so that we can make informed decisions. Both my wife can't say enough about his expertise and availability to answer questions when needed. You can't go wrong when you have JB on your side.
Capital Trust Advisors has a 5 star rating with 13 reviews.
Capital Trust Advisors is closed now. It will open on Monday at 8:00 a.m.