Greg Loberg

At Capital Trust Advisors, we excel at delivering coordinated solutions which simplify our clients’ lives. Our ability to listen attentively leads to a highly personalized set of recommendations. The goal is a lasting and trusted partnership with every one of our clients. STANDARD OF CARE As a Registered Investment Advisor (RIA), operating under the Best Interest Standard, we provide customized wealth management and comprehensive investment advisory solutions. Held by a strict fiduciary duty, we put the needs of our clients first.

CunninghamLegal is a prominent law firm based in California that specializes in estate planning, trust administration, tax planning, business law, and real estate matters. With a team of experienced attorneys dedicated to protecting and transferring multi-generational wealth, the firm takes a personalized approach to create customized plans tailored to clients' unique needs. In addition to their legal services, CunninghamLegal is committed to educating the community through webinars, in-person workshops, and informative blogs, covering vital topics in estate planning and financial strategies. Their comprehensive legal support extends across multiple offices throughout California, ensuring clients receive expert guidance regardless of their location. Generated from the website