We make your financial well-being our highest priority.
We are an independently owned wealth advisory and financial services firm serving a wide swathe of clients. Collectively our advisors and specialists have over 100 years of experience advising clients in personal and business investments, retirement plans, and life insurance planning. Every Lincoln Capital client is like family to us and it is a privilege to serve our clients in such important matters.
Guiding you to…
Grow Your Wealth
Our advisors strategically and thoughtfully design investment portfolios to help our clients reach their unique financial goals and create long-term wealth growth.
Protect Your Future
Our advisors help clients protect their futures by providing sound financial advice. We also serve as a bridge between clients and highly qualified professionals who can supplement our services.
Seal Your Legacy
Our advisors strive to see that clients’ legacies last well into the future, so we assist in the implementation of life insurance, estate planning, business succession planning, and more.
Investing Services
Lincoln Capital’s reputation as a true partner is built on the understanding of diverse client needs. We create solutions that fit clients’ current situations, while keeping the future in mind.
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Retirement Planning
Our advisors care about every stage of retirement. From planning and saving for retirement, approaching retirement, to managing money during retirement, our advisors can guide you all along the way.
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Life Insurance
Our advisors believe that life insurance is a definite investment. Unlike other agents who are tied to certain carriers and policies that may not fit your needs, Lincoln Capital Life is completely free to find the life insurance policy that suits your unique needs and goals.
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Professional Connections
Every client’s situation is unique. We work together with your attorneys and CPA’s to provide you with the best service. Our team also has a network of industry specialists and provide professional introductions for your individualized needs.
About Us
We use our extensive personal and professional experience in all areas of investment planning and selection to help pursue our client’s goals.
“Collectively, our expert team has been working with individual investors for over 100 years.”
FAQs
Is investing right for me? How do I get started?
Investing is a smart way for many to grow their wealth. Contact us to get started!
How do I know which advisor and which services are the right fit for me?
We encourage you to take a look at our advisor profiles under the “About Us” tab.
Have further questions? Please contact us and we’ll assist you as soon as possible.
Let’s Get Started
It is never too early or too late to begin investing for your future. Let us help!