Throughout the life stages of your business, wealth and family, most affluent families will require up to twenty unique specialists to support ideal outcomes. No single institution or independent firm can capture the best of the best, across this breadth, under a single roof.

Our collaborative model celebrates your existing, longstanding advisors first and foremost. This is your core team. Then we supplement your core team with topic driven specialists.

Advisory Services

When a specialist is required, we believe in the value of Best-in-Class over Best-in-House. A Best-in-Class approach allows us to invite any professional to the table, as long as the invitation aligns with your unique goals and circumstances.

Wealth Planning & Independent Investment Advisory

Business Strategy & Succession Planning

Family Coaching & Personal Development

Philanthropic & Legacy Planning

Best-in-Class specialists are exposed to the most complex problems and opportunities facing affluent families nationally. They’ve seen what works, what doesn’t, often creating better mouse traps as a result. Like you, these specialists are unlikely to work for someone else. They hang their own shingles, hand-picking the most intriguing scenarios to which they lend their intellectual capital.

At Dedicated Capital Advisors, we have both the network and the passion to bring this talent to your planning table. We foster a collaborative spirit between your longstanding advisors, our firm and new team members to achieve The Simple Truth on your behalf.