Wealthy individuals as well as business owners and their companies are faced with complex challenges to preserve wealth and achieve their goals. Estate Capital Management has been helping clients achieve those goals through its proprietary estate planning, financial planning, investment management and business services. Our interests are always aligned with those of our clients and we develop long-lasting client relationships that are based on trust, sound financial information and personal client service. We have created in-house capabilities for all specialized professional services, including those related to taxation, legal, risk management, enabling our clients to work with one firm for all of their financial needs.

Our mission is to help our clients achieve their unique personal wealth and business objectives by providing proven financial solutions and personal client service.