Meet the professionals who can help you pursue your goals
We help individuals and families pursue their ideal retirements.
Meet the Team
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, Charles Schwab Corporation. We provide expertise in asset management, estate planning, 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. The firm’s uniquely personal approach begins by listening carefully to the client’s needs and goals. The CEA team becomes deeply engaged and involved helping each client identify and realize his or her intentions in both the near and long term.
This is a very personal business, and continued financial success begins with strategies specific to you. Clients may be experiencing a major life transition, selling a business, buying property, anticipating retirement, intent on helping their adult children or sending their grandchildren to college, eager to take more time to travel or otherwise enjoy life, and we’re here to help make sure their money will always be there to support their intentions and dreams.
Capital Estate Advisors consults and coordinates activities with attorneys, accountants, trust officers, pension and 401(k) specialists, and investment bankers as necessary and appropriate. The Capital Estate Advisors support team oversees all client services, sales, marketing and digital initiatives. Collectively, they have tremendous depth and knowledge of financial services, business development, technology and digital expertise.
Ready to Take the Next Step?
For more information about any of our products and services, schedule a meeting today.