Capital Estate Advisors, Inc

Specializing in Asset Management & Wealth Preservation Founded in 1993 by Paul Reback, Capital Estate Advisors, Inc., located in New York City, is an independent Registered Investment Advisory (RIA) firm with securities transactions handled through our custodian, Fidelity Investments. We provide expertise in asset management, estate planning and wealth preservation and growth. Paul and his team proudly believe that the key to the firm's success with a wide spectrum of clients is evidenced by their long-term relationships with clients and their clients' enthusiastic referrals of family, friends and associates—people who likewise wish to both grow and protect their assets while maintaining their preferred lifestyles. The firm's uniquely personal approach begins by listening carefully to your needs and goals. The CEA team becomes deeply engaged and involved, helping each client identify and realize his/her intentions in both the near and long-term. The company is advisory firm with no hidden agendas on what to sell you and no cookie-cutter, one-size-fits all advice. They are proud of their long-standing membership with Fidelity Investments, through which they enact any stock and bond transactions to be made on your behalf. Capital Estate Advisors will also consult and coordinate activities with attorneys, accountants, trust officers, pension and 401(k) specialists and investment bankers, as necessary and appropriate. Paul will work with your other advisors to navigate the complexities of estate planning, charitable giving and generation skipping techniques through the proper use of trusts and estate liquidity funding techniques As Paul explains, "Our role is to manage your assets in a way that is always specific to you. Our primary motivation is the right balance of capital growth and preservation—objectives that are not mutually exclusive."