Our Approach

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Fitting the pieces together.

Your circumstances and goals are unique. When we help you plan for your financial future, we consider all aspects of your overall wealth plan. At inception, we work hard to help you clearly articulate your intentions and throughout our relationship. Napatree Capital supports you in developing tailored solutions that match your objectives.

We draw on the collective experience of our team to think broadly and creatively to help you reach your aspirations. We believe that the best investment plans are made within the context of an all-inclusive financial framework. Our investment recommendations consider:

  • Cash needs, other assets
  • Taxes
  • Trust and estate plans
  • Retirement alternatives
  • Insurance needs
  • Use of credit/lending
  • Family and/or charitable-legacy desires

Napatree Capital is not “one size fits all,” and investment decisions are not made in a vacuum. We understand that lives and circumstances evolve over time, and that markets fluctuate. Our comprehensive approach includes consistent, focused, and accurate communication. We leverage our experience and resources in an integrated fashion, for your benefit. Because we serve to the highest fiduciary standard, our actions are always in your best interest, helping you towards your goals. We never forget the real-world implications of our recommendations and we are grateful for the opportunity to serve you and for your confidence in Napatree Capital. We will work hard to ensure that it remains well placed.