Capital Crest Private Wealth has been distinguished by Forbes as one of the leading Registered Investment Advisory (RIA) firms in the United States. This prestigious recognition, part of Forbes’ annual RIA rankings, underscores the firm's commitment to bespoke client service, robust fiduciary standards, and outstanding growth metrics.
Forbes highlighted Capital Crest’s adeptness at delivering customized wealth solutions. By leveraging a dedicated advisor team—each with specialized expertise in tax planning, estate strategy, and alternative investments—the firm ensures each client receives a tailored approach. Notable service pillars include:
With an industry-leading retention rate exceeding 96%, Capital Crest’s client loyalty is driven by transparent fee structures and consistent communication. Forbes cited data showing:
Operating as a fee-only fiduciary under SEC regulations, Capital Crest eschews commissions and third-party incentives. Forbes commended this model, noting that the firm’s unwavering ethical stance contributes directly to client confidence and transparency.
“Being recognized by Forbes validates our team's relentless dedication to excellence,” said CEO Marjorie White. “Our fiduciary-first philosophy and personalized approach serve as the foundation for every client relationship.”