Broker Check

Our Firm

True Capital Advisors provides comprehensive wealth management and innovative investment strategies that powerfully and proactively manage capital to accomplish the financial goals of individuals, families, and nonprofit entities.

Founded in 2009, our firm offers an array of services to grow, protect, and preserve the wealth that you have worked so hard to achieve. We also coordinate our services and advice with your other trusted advisors such as your CPA’s and attorneys. This unique partnership allows us to work together as a team to benefit you.

Few wealth management firms are owned and led by female advisors. We view this as an advantage to our clients, and it’s just one reason as to why we’re different from other advisory firms. We’re different in more ways than just that, and we think our uniqueness sets us apart from other firms in our industry.

What Makes Us Unique?

As an independent advisor, we are knowledgeable to serve you broadly and deeply on the financial issues you face. Serving as your trusted “Personal CFO”, our specialty is helping you plan for these important goals:

  1. Create and grow wealth
  2. Protect and preserve life savings
  3. Plan for the distribution of wealth in the most tax advantageous way throughout your life and legacy.

We’ve integrated all aspects of comprehensive wealth management in a way that is not only best-in-class, but also provides a uniquely personal experience for you.

National Financial Services

NFS, a Fidelity company, custodies client assets for our firm. NFS is one of the largest clearing firms in the world safely servicing over $3.6 trillion in client assets.

Triad Advisors

Triad Advisors serves as our Registered Investment Advisor and Broker Dealer. Triad provides operational and regulatory compliance supervision to our practice.

Premier Trust

Premier Trust provides comprehensive Nevada-based trust administration services for our clients.