Making Retirement Comfortable

Experienced Wealth Managers at Your Service

Saint Francis Capital is an independent Registered Investment Advisor with offices in Houston, Texas and San Luis Obispo, California. We currently manage accounts for individual investors and their families across the United States and as far away as Guam.

Wealth Management

  • Tax Strategies


  • Trust Planning


  • Estate and Legacy Planning


  • Generational Wealth Preservation


  • Special Situations


Retirement Planning

  • 401k's and IRA's


  • Defined Benefit Plans (Pensions)


  • Defined Contribution Plans


  • Deferred Compensation Plans


  • Long-Term Disability Analysis

  • "Early-Out" Retirement Analysis

Investment Strategies

  • Creation of actively-managed stock, ETF, and fixed-income strategies

  • Managing your investment risk levels using a disciplined, rules-based investment philosophy

Wealth Management

  • Tax Strategies


  • Trust Planning


  • Estate and Legacy Planning


  • Generational Wealth Preservation


  • Special Situations


Retirement Planning

  • 401k's and IRA's


  • Defined Benefit Plans (Pensions)


  • Defined Contribution Plans


  • Deferred Compensation Plans


  • Long-Term Disability Analysis

  • "Early-Out" Retirement Analysis

Investment Strategies

  • Creation of actively-managed stock, ETF, and fixed-income strategies

  • Managing your investment risk levels using a disciplined, rules-based investment philosophy

UAL pilots

It's not what you do to create your wealth but how you manage it

While many of our clients are pilots and flight attendants with United, Southwest, Delta, and Spirit Airlines, we also manage many accounts for high-net-worth individuals in other professions.

The most important factor in Your Plan is the time you have remaining

The more years you have to invest and make your money work for you, the more successful you will be in attaining your financial goals. This means that the sooner you act to take control of your money, the better your chances are for the outcome you desire. If you are not currently involved in an organized, rules-based approach to the management of your money, you are losing time you cannot recover.

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Traders

Yes, Investment returns are important

But they are only a part of the whole; preserving, protecting, and planning for the use of those returns is essential. Because of this, we have professional associations with accountants, attorneys, financial planners, and insurance specialists… people who know how to preserve, protect, and plan for your future and your family’s future.

Every successful flight begins with a plan

A plan that incorporates both existing conditions and forecasts of future events. We work with our clients in the same way: after evaluating your current position and what we can project for your years ahead, we create your plan using a solid rules-based approach to your portfolio and then manage it every day, making changes whenever necessary to ensure your ongoing success.

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We are truly an independent advisory firm and our only focus is you

We are not governed by our association with any brokerage house, mutual fund company, insurance conglomerate, or financial institution. Because we are Fiduciaries, we are guided solely by what is best for you and we will always sit on your side of the table.

We would enjoy speaking with you and showing you how we can become your trusted advisor and advocate.

800.832.9682