We have teamed up with two of the largest financial services firms in the country to provide custody and clearing services, enabling us to provide sophisticated, holistic wealth management services, with expanded access to investment solutions and the latest technology offering.
With these resources, we are able to offer our clients the services and support of a large firm while creating personalized solutions tailored to your unique needs and goals. And because we are an independent firm, we deliver recommendations that serve your best interests.
Our Wealth Management Solutions
In addition to the services below, we also offer unique private equity offerings for our ultra-high-net-worth clients.
Financial Planning
- Investment planning and management
- Retirement planning
- Risk management
- Tax planning
- Estate planning
Tax-Exempt Securities
- Access to tax-exempt investment securities
- Customized tax-exempt portfolios
- Access to multiple sources of bonds
Investments
- Investment planning and management
- Retirement planning
- Education planning
Lending
- Securities-based lending
- Margin-based lending
Insurance
- Annuity strategies
- Long-term care
- Life insurance
- Estate Planning Policies
Businesses**
- 401(k) / employer-sponsored plans
- Banking and lines of credit
- Succession planning
- Property and casualty insurance
**Through agreements with professionals outside of our firm
Families & Executives
- Estate/legacy planning
- Restricted and control stock strategies
- 10b5-1 trading plans
U.S. Capital Wealth Advisors Form CRS