At Capital Income Advisors, we have a simple mission: to empower you to use your wealth to design the life you’ve always wanted to live. To do that, we believe we must measure success against your life goals, not just against an arbitrary number. We are committed to using our time and talents to help you discover your life goals, identify how best to employ your wealth to achieve those goals and implement strategies for success.
We use your success to measure our own. We will be there for you when you need us, to help you and your family pursue and maintain financial security. We develop long-term relationships with our clients based on trust. Our role is to work with you to design a blueprint that reflects what is important to you and where you would like to be in the future. We then implement the necessary steps and respond to the inevitable changes that will occur over time. We will be proactive in our relationship with you so you will see real progress towards your goals and be confident in the steps being taken.
We will focus on the issues affecting wealthy individuals and families and take on a limited number of clients to ensure that you will receive an extraordinary service experience.
As fiduciaries, we will put your best interest first. We will always operate independently to align ourselves with the best service providers available. We will be transparent, disclosing our fees and potential conflicts of interest. We hold ourselves to the highest standards of honesty, character and loyalty.
We will base our services on a 360-degree view of your financial situation. Once we understand your unique goals and values, we will provide customized and integrated strategies for wealth accumulation, wealth preservation and wealth transfer.
We will maintain our three-fold investment focus: maximizing your returns, minimizing your taxes and expenses, and controlling your risk through proper diversification. We offer customized solutions via a disciplined philosophy and approach. We will add value through strategic and tactical asset allocation strategies and careful selection and monitoring of money managers.
We will continue to push ourselves to increase our expertise and exceed your expectations. Our team is made up of professionals in each of the wealth management disciplines and we have extensive experience serving a sophisticated clientele. Many of our advisors also hold advanced degrees and/or multiple professional designations.
TRUST | PROTECT | GROW
To schedule a time to discuss your financial future, The Retirement Formula TM, and build your financial strategy, contact us at firstname.lastname@example.org or call us at (800) 875-1986 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.
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Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Martin Shapiro #0681852
Securities offered in the states of CA, TX, NY, NJ, PA, AZ, NV, MA, CO, AR, GA, IN, MS, MT, OR, TN, WA, WI, LA, FL, DE, NC, SC, MN