With wealth comes responsibility, and at U.S. Capital Wealth Advisors, we take that responsibility very seriously. Beyond our services, we are passionate money managers who believe every client deserves the highest standard of attention, guidance and support. You’ve worked hard for your fortune, and we’re here to help make sure your hard work doesn’t go to waste.
Our boutique structure enables us to create an intimate client experience that fosters long-term relationships built around shared values and principles. We take our fiduciary responsibility to you very seriously, which means we are committed to what is in your best interest. That’s also why we chose to be “fee based” advisors. We are transparent about our fees, so you can be assured that any actions we take are for your benefit.
Our Commitment to You
Your needs are our focus.
We have high standards for our services, and these expectations are centered around the value we bring to each client relationship. Our job is not complete until you feel confident in the solutions we have provided you. Always striving to exceed your goals, we work diligently every day to ensure every one of our clients is making the most beneficial decisions for their future.
We’ll deliver on what we say.
We recognize and sincerely appreciate the trust and confidence our clients place in us individually and as a firm. You are putting your trust into our hands, and we never want to lose it. With this commitment, we always strive to provide you with the peace of mind and confidence you need to manage your wealth and a clear vision of the path that lies ahead.
Listening goes both ways.
In addition to you listening to our advice, we are always open to your thoughts, comments and questions. Our goal is to foster a nonjudgmental space where you feel safe to express your thoughts and ideas. From brand-new clients to long-term clients, every person who walks through the door is treated with the utmost care and respect because we value your business and time.
You’re in good hands.
Our advisors have the expertise to develop a diversified financial plan that is risk-adjusted, tax efficient, and designed to meet your unique needs. Building an ongoing relationship with you is integral to all that we do. We invite you to meet with us, so we can get to know you and discuss how we can help you accomplish not only your goals, but also your dreams.
We value the bigger picture.
In addition to serving our clients, we also value being involved in our communities — giving back to those in need and donating our time and resources so others can live happier and healthier lives. We are all extremely grateful for the blessings in our lives, and we strive to make the world a better place by helping our clients and those who are less fortunate any way we can.
U.S. Capital Wealth Advisors Form CRS