The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.
Trek Chief Investment Officer
Head of Derivatives and Portfolio Risk Management
TRADING AND PORTFOLIO MANAGER
COMPLIANCE & BILLING MANAGER
CMO
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Investment Advisory Services offered through Trek Financial LLC, an investment adviser registered with the Securities Exchange Commission. Captain Wealth Management is a marketing name only and does not carry a separate registration. Steve Captain is an Investment Adviser Representative of Trek Financial, LLC. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
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