retirement planning

Some people dream of retiring. We help them make it happen.

THE FIRM

 

 

CABRAL ADVISORS LLC is an independent full-service brokerage firm offering boutique services and a customized approach to Wealth Management.  

 

The Firm manages investment portfolios for a diversified clientele; ultra high-net worth individuals (UHNWI), multi-million dollar portfolios consisting of corporate sponsored benefit plans - such as 401(k)s, pensions, (Thrift) Savings and various other employer compensation plans. 

 

Each of our team members have over 20 years corporate experience which contribute to the tailored approach of investment planning to help you achieve your financial objectives. 

 

We look forward to learning more about you and designing a blueprint for your investment goals.

 

A DISCIPLINED APPROACH

 

CABRAL ADVISORS LLC adheres to a holistic approach to private wealth management providing solutions beyond the realm of traditional investing. 

 

All of our retirement models and investment portfolios are customized to meet your individual investment objectives.

 

We utilize various research arms such as Strategic and/or Tactical asset allocations.  Furthermore, you can determine your preference of Discretionary or Non-Discretionary accounts.

OUR CLIENTS
 

CABRAL ADVISORS LLC specializes in retirement planning, asset management advisory portfolios, fee-based.

 

Corporate executive services to support corporate stock option exercises, restricted and control stock sales and transfers, and strategies for concentrated stock positions.

 

Our clients consist of employees/retirees of the major integral oil & gas companies, manufacturing & engineering industries as well as educators from various school districts.

 

We also advise small business owners, entrepeneurs and employees from various other specialty sectors.

 

We pride ourselves in maintaining long-term relationships!

OUR MISSION - CABRAL ADVISORS LLC

Our mission is to establish a long-term relationship based on communication and education. We pride ourselves in offering objective investment advice and unbiased portfolio analysis.