CapTrust Wealth Advisors Competitors

Working with any of our advisors means you are working with our entire team. We leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best. We understand our clients’ needs and passionately pursue strategies designed to help weather market changes and help stay ahead of inflation. We develop portfolios that are driven toward long-term success by establishing clear risk and return objectives, and take into account your specific needs and constraints. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Reynolds Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm

Haitham “Hutch” E. Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners. As their clients’ go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team – your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy Mr. Ashoo and Mr. Snyder are the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEO’s Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Today’s Volatile Market. They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients’ financial lives.

Institutional Thinking for Individual Investors™ Constant Guidance Financial is an independent, fee-only, registered investment firm that provides customized wealth management strategies and retirement advice to individuals, corporate executives, and business owners. Our independence allows us to always pursue what's most appropriate for you and since we face no front office pressures to sell you products or services, our interests are aligned with yours. We leverage our 17 years of experience developing successful investment strategies for individuals and institutions to help guide you to the lifestyle you want. We are committed to putting you first and helping you find the right level of risk that you are comfortable with taking to achieve better results. With a combination of a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designation, we can draw on our knowledge to provide you with appropriate investments and wealth management advice in all of the following areas: • Personal Financial Planning • Business Retirement Planning • Corporate Executive Solutions • Asset Protection Strategies • Portfolio Management • Social Security Strategies* • Estate and Tax Planning • Insurance Advisory services offered through Constant Guidance Financial LLC, a registered investment adviser. Opinions expressed do not necessarily reflect those of Constant Guidance Financial LLC. The topics discussed and opinions given are not intended to address the specific needs of any individual. Constant Guidance Financial LLC does not offer legal or tax advice, individuals are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. *Not associated with or endorsed by the Social Security Administration or any other government agency.