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Capital Trust Advisors
- Investment Service
- San Rafael, CA
About this business
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
Location details
1210 Fifth Avenue, #275, San Rafael, CA, 94901, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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. | |
| Sat | Closed | |
| Sun | Closed |
I’ve been working with JB for two years, and it’s been a great experience. He’s professional, punctual, and organized, always setting up regular meetings and keeping track of our conversations. He’s also super responsive, which makes it easy to get my questions answered quickly. On top of that, he’s genuinely personable—he remembers my cat’s name, which most people don’t! Little things like that, along with his solid financial advice, make me feel like I’m in good hands. I’d highly recommend him to anyone looking for a relia... read more
I've entrusted my finances to JB for over six years, and I couldn't be more pleased with the support and expertise he provides. As someone without a finance background, I really appreciate how JB takes the time to explain financial and investment matters in terms that I can understand. He is incredibly thorough, often using graphs or charts to illustrate his points, and he ensures I feel comfortable and informed before making any decisions. After each conversation, JB sends me detailed notes, including action items and next... read more
I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking. JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financia... read more
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
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!
Frequently asked questions about Capital Trust Advisors
How is Capital Trust Advisors rated?
Capital Trust Advisors has a 5 star rating with 14 reviews.
When is Capital Trust Advisors open?
Capital Trust Advisors is closed now. It will open on Monday at 8:00 a.m.