Wealth Management at the Core
At Capital Resource Advisors, we intentionally built our boutique practice to remove the conflicts common in larger wealth management firms, encourage genuine collaboration and uphold excellence. Our team works as one cohesive unit with a single shared purpose of bringing the full strength of the firm to every client in every interaction.
Real Wealth Solutions
At Capital Resource Advisors, we built our boutique practice to remove the conflicts and barriers that stand in the way of true collaboration. Our integrated approach delivers comprehensive, tailored strategies designed to preserve and grow wealth across generations.
Wealth Built Through Clear Alignment
At Capital Resource Advisors our boutique structure brings every resource and insight to the table without the usual divides. Clients receive fully coordinated strategies crafted to safeguard and strengthen their wealth over time and across family lines.
Our Services
Comprehensive wealth management tailored to your unique circumstances. We deliver institutional-caliber solutions with a personal touch.
Wealth Strategy
Integrated financial planning that aligns your investments, tax strategy, and estate plan with your long-term vision and family goals.
Investment Management
Disciplined, research-driven portfolio construction with dynamic asset allocation and rigorous risk management protocols.
Family Office Services
Multi-generational wealth stewardship, governance frameworks, and concierge coordination for complex family balance sheets.
Tax & Estate Planning
Proactive tax-efficient strategies and estate architecture designed to preserve and transfer wealth across generations.
Retirement Planning
Customized distribution strategies, income optimization, and longevity risk management for a secure retirement.
Philanthropic Advisory
Strategic charitable giving structures, donor-advised funds, and impact investing aligned with your values.
Powerfully backed services, personally delivered
At Capital Resource Advisors, we recognize that every client's financial journey is unique. Your goals, challenges, and aspirations require more than just generic advice; they demand a personalized, thoughtful approach. That's why our services are built to align with the complexities of your life, your legacy, and your vision for the future.
Our team delivers tailored strategies rooted in experience, integrity, and a commitment to long-term success. From investment management to estate planning, we provide the clarity and confidence you need to move forward.
Financial Planning
As a boutique firm, we take the time to truly understand who you are. Our financial planning is never one-size-fits-all. We explore what matters most to you, whether that is providing for your family, securing your retirement, or supporting the causes close to your heart.
Insurance & Risk Management
Protecting what you have built requires more than just policies in place. At our boutique practice, we create comprehensive risk management strategies that help secure your future and support the people who rely on you, without the red tape of larger institutions.
Investment Management
Investing can be straightforward when the focus is on what matters most to you. We develop investment strategies that fit your financial situation, aspirations, and comfort with risk, delivered with the personal attention only a boutique firm can provide.
Meet the Team
Our boutique partnership model fuels a culture of collaboration, discretion and client-first excellence. Our advisory team combines deep local knowledge with national scale, delivering seamless, integrated financial guidance to solve the evolving needs of our clients.
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About Us
This page is under construction. Check back soon to learn more about the Capital Resource Advisors team and our mission.
Insights
Our latest market commentary, research, and thought leadership pieces will appear here soon.
Disclosures
Important information regarding our services, risks, and regulatory status. Please read carefully.
Jurisdiction
This information is intended for use in the United States or in jurisdictions where its distribution is consistent with local laws and regulations. Individuals outside the United States are invited to visit other sections of our website for information about products and services available to them. Services offered by Capital Resource Advisors LLC are only available in jurisdictions where they may be lawfully offered.
General Disclosures
The information contained on this website is for informational and educational purposes only and is not intended to provide, nor should it be relied upon for, accounting, legal, tax, insurance, or investment advice. This information does not constitute an offer to provide any services, nor a solicitation to purchase securities. The contents of this website are not intended to be advice tailored to any particular person or situation. While we believe the information provided is accurate and reliable, we do not warrant its completeness or accuracy.
Forward-Looking Statements
This information may include opinions or forecasts, including investment strategies and economic and market conditions; however, there is no guarantee that such opinions or forecasts will prove to be correct, and they may change without notice. We encourage you to speak with a qualified professional regarding your specific scenario and the then-current applicable laws and rules. Forecasts are subject to uncertainties, do not reflect actual investment results, and are not guarantees of future results or the full attainment of your goals.
Risk Disclosures
Different types of investments involve varying degrees of risk, including the potential loss of principal. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable, suitable, or successful. Past performance is not indicative of future results. One cannot invest directly in an index or benchmark, and index figures do not reflect the deduction of various fees that would diminish actual results. Any index or benchmark performance is provided for comparison purposes only; client account holdings will not directly correspond to such data.
Diversification, asset allocation, and rebalancing strategies do not ensure a profit and do not protect against losses. The future performance of any investment or wealth management strategy, including those recommended by us, may not be profitable, suitable, or successful.
This website does not contain sufficient information to support any investment decision and should not be relied upon as the sole source of information when determining whether to make any investment. We encourage you to conduct your own due diligence to determine whether any investment, strategy, security, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. All investments carry a degree of risk, including the loss of principal.
Equity Securities
Investments in equity securities involve a high degree of risk. Stock prices are volatile and change daily, and market movements are difficult to predict. Movements may result from factors affecting individual companies, sectors, or industries, and may be temporary or last for extended periods. The price of an individual stock may fall or fail to appreciate, even in a rising market. A client could lose money due to a sudden or gradual decline in a stock's price or due to an overall decline in the stock markets.
Fixed-Income Securities
Investments in fixed-income and debt securities—such as asset-backed securities, mortgage-backed securities, investment grade and non-investment grade corporate bonds, loans, sovereign bonds, and U.S. government debt securities—are subject to the risk that their overall value will decline because of rising interest rates. Similarly, portfolios holding such securities are subject to the risk that portfolio income will decline because of falling interest rates. These investments are also subject to credit risk, which occurs when an issuer fails to pay interest or principal in a timely manner, or when negative perceptions of the issuer's ability to make such payments cause the price of that debt to decline.
Alternative Investments
Alternative investments generally involve significant risk factors, such as the potential for complete loss of principal, liquidity constraints, lack of transparency, unpredictable market conditions, key person risks, trading risks, and/or the use of significant leverage or derivative contracts. Alternative investments are available only to investors who meet minimum investor qualifications, and minimum investment amounts are typically required. They involve a substantial degree of risk, including the loss of capital, and are not suitable for all investors.
Tax Disclosures
Tax strategies are employed for planning purposes only and are not intended to replace professional tax, legal, or accounting advice. Please consult your tax, legal, and accounting professionals to discuss your unique tax circumstances.
ESG / Responsible Investing Disclosures
Clients utilizing responsible investing strategies and environmental, social, and governance (ESG) factors may underperform strategies that do not utilize such considerations. Responsible investing and ESG strategies may operate by excluding certain issuers or by selecting investments based on ESG compliance. These strategies may exclude certain sectors or industries from a client's portfolio, potentially negatively affecting performance if the excluded sector or industry outperforms. Utilizing an ESG strategy does not imply you will make a profit, and there is no guarantee that ESG strategies will produce certain returns.
Third-Party Service Providers
Capital Resource Advisors LLC may engage third-party service providers, including investment managers, to supplement its investment thesis. Services provided by other professionals are not typically included in the scope of a client's investment management engagement and may result in additional expenses paid directly to the professional. No client is obligated to retain or engage any external professional service provider.
About Capital Resource Advisors LLC
Capital Resource Advisors LLC is a Maine State Registered investment adviser. The use of the term "registered" does not imply any particular level of skill or training and does not imply any approval by the State of Maine.
Client accounts are custodied at Charles Schwab & Co., Inc. ("Schwab"). Schwab is an unaffiliated third-party broker-dealer and custodian. Capital Resource Advisors LLC does not custody client assets directly. For a complete discussion of the scope of services offered, fees, and other disclosures, please review our Disclosure Brochure (Form ADV Part 2A) and Form CRS, available upon request and online at www.capitalresourceadvisors.com. We also encourage you to review our Privacy Policy, available upon request.
Capital Resource Advisors LLC is not a lender or bank and does not provide loans or lines of credit to clients. Capital Resource Advisors LLC is not an insurance company, broker, or carrier.
Client Responsibilities
Our clients must, in writing, advise us of personal, financial, or investment objective changes and any restrictions desired on our services so that we may re-evaluate any previous recommendations and adjust our advisory services as needed. For current clients, please advise us immediately if you are not receiving monthly account statements from your custodian. We encourage you to compare your custodial statements to any information we provide to you.