Capital Estate Advisors, Inc.
Specializing in Asset Management & Wealth Preservation
Founded in 1993 by Paul Reback, Capital Estate Advisors, Inc., located in New York City, is an independent Registered Investment Advisory (RIA) firm with securities transactions handled through our custodian, Charles Schwab Corporation. We provide expertise in asset management, estate planning, wealth preservation and growth.
Paul and his team proudly believe that the key to the firm’s success with a wide spectrum of clients is evidenced by their long-term relationships with clients and their clients’ enthusiastic referrals of family, friends and associates- people who likewise wish to both grow and protect their assets lifestyles. The firm’s uniquely personal approach begins by listening carefully to the client’s needs and goals. The CEA team becomes deeply engaged and involved helping each client identify and realize his/her intentions in both the near and long-term.
This is a very personal business, and continued financial success and peace of mind begins with strategies specific to you. Clients may be experiencing a major life transition, selling a business to buying property, anticipating retirement, intent on helping their adult children or sending their grandchildren to college, eager to take more time to travel or otherwise enjoy life- and want to make sure that their money will always be there to support their intentions and dreams.
Capital Estate Advisors consults and coordinates activities with attorneys, accountants, trust officers, pension and 401 (k) specialists and investment bankers as necessary and appropriate. Paul works collectively with other professionals to navigate the complexities of estate planning, charitable giving, and generation skipping techniques through the proper use of trusts and estate liquidity funding techniques.
Our focus is to apply academic research to practical investing. We have developed a range of strategies in a number of portfolios designed to target higher expected returns. Trusting us to manage your assets is serious business.
The Capital Estate Advisors support team oversees all client services, sales, marketing and digital initiatives. Collectively, they have tremendous depth and knowledge of financial services, business development, technology, and digital expertise.
As Paul explains, “Our role is to manage your assets in a way that is always specific to you. Our primary motivation is the right balance of capital growth and preservation – objectives that are not mutually exclusive.”
Come in for a free consultation and discover the Capital Estate Advisors difference!
© Copyright, 2018. Paul Reback. All Rights Reserved.