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Investors who focus solely on amassing wealth can find plenty of financial advisors in their area to serve them. Families who understand their assets are resources to further pursue life’s aspirations must
dig a bit deeper.
One wealth management firm located in western Michigan is attracting clients seeking to tie their life’s values and purposes to their resources. “If managing your finances and investments has been limited to growing your wealth alone, we’re convinced there is a more rewarding and valuable approach to guiding your financial life,” explains Advisor/Managing Partner Brian L. VandenBrink, CIMA®. “We are reluctant to discuss investment strategy until we’ve taken time to understand you, and even help you better understand yourself, by exploring how your emotions shape your financial behaviors, and thoroughly unpacking your life’s priorities and aspirations. Our preferred client is interested in forming a long-term partnership with us whereby we can add real value to their lives through relationship.”
While CapTrust is one of the region’s pre-eminent advisories for affluent families and institutional investors, their approach is anything but institutional. It’s intensely personal. “Our individual clients are the hero of their own life story, we serve merely as guides. So with that perspective, we take as much time as necessary to identify with them what a fulfilling life would look like for their family. Through the initial process of discovery, we find most people seek to live a life of impact and they have a right to do so, but often face doubt whether they are making the right financial decisions to achieve those greater purposes. We are here to build their confidence through clarity by thinking through all the various financial, tax, estate, and behavioral aspects that need consideration to accomplish a more fulfilling plan for their life and their wealth,” says Advisor/Partner Shawn D. Pacanowski, CIMA®.
The first step in the process is to help families assess their personal values and life aspirations. CapTrust then designs portfolios and financial plans with those elements in view. Lastly, they implement strategies with well-researched investment solutions.
CapTrust’s “A-list” of financial professionals are among the most experienced and highly trained in the industry. Administered by the Investments & Wealth Institute, each Advisor on the CapTrust team has earned advanced certification. Five Advisors hold the Certified Investment Management Analyst® (CIMA®) designation taught in conjunction with the Wharton School of Business, University of Pennsylvania, signifying their standing as an advanced investment consultant. The sixth Advisor holds the Certified Private Wealth Advisor® (CPWA®) designation for high-net-worth planning, taught in conjunction with the University of Chicago Booth School of Business. The Advisors at CapTrust work collegially, brainstorming in weekly investment policy committee meetings and often form teams of two or more to work with clients with complex challenges, such as owner/operators of closely held businesses.
As a fiduciary-driven Registered Investment Advisor (RIA) practice, CapTrust Advisors construct individual portfolios that reflect each client’s investment priorities, for example: Performance, Protection, Low-Cost solutions, and/or Tax-Managed strategies. With more than $1B in assets under management, the firm is consistently recognized and well respected nationally, recently ranked as one of the nation’s top RIAs for 2018 by FA magazine
“It’s common for couples to uncover ambitions and resolve areas of unrest within their lives and finances during the process of our work together,” says VandenBrink. “They walk away with a long-term plan, more united in their shared passions, and inspired to advance their mission to pass along family values and resources. When we’ve done our job well, there is a strong sense of connectedness between us and our clients.” Pacanowski concluded, “They also have the confidence we will continually monitor their portfolios and guide them over the decades and the generations ahead as their aspirations and market conditions evolve.”
CapTrust (Well Done, LLC dba CapTrust Financial Advisors) is a registered investment advisor. This information is provided for educational and informational purposes only and should not be considered investment advice or a recommendation of any product.
Top RIA Rankings: To be eligible for this ranking, advisors must be a registered investment advisor, provide financial planning related services to individual clients, and have at least $50 million in assets under management. To be considered for inclusion, CapTrust submitted a survey, which was reviewed by Financial Advisor Magazine (“FAM”). FAM does not disclose how many firms were considered or applied for inclusion on the list. CapTrust does not pay a fee to be considered for or included in the Financial Advisor Magazine’s RIA Survey and Ranking.
For more information, visit www.fa-mag.com/research/ria-survey.
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