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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 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!
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
I have been working with JB for almost a year now. As someone who knew very little about investments, retirement, and finances in general, I knew enough that I needed guidance. JB is exceptional at explaining options, preparing me for my financial future, and helping me feel in control. I highly recommend him for anyone who feels they want to be better prepared for the future and doesn’t know how to start.
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.