Our Commitment To You

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Our Commitment to You

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 ARE COMMITTED TO YOUR 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 ARE FOCUSED ON YOUR NEEDS

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.

WE ARE INDEPENDENT AND OBJECTIVE

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 MAINTAIN A COMPREHENSIVE APPROACH TO YOUR WEALTH

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 STAY TRUE TO OUR INVESTMENT APPROACH

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 MAINTAIN OUR PASSION FOR EXCELLENCE

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



Strategies for Financial Independence

To schedule a time to discuss your financial future, The Retirement Formula TM, and build your financial strategy, contact us at info@capitalincomeadvisors.com 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.

Have Questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Complimentary
Retirement Kit

Before you can plan your retirement, you need to know the facts. Fill out the form below to request our complimentary retirement kit today.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.



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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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