Plan For The Unexpected
Why Capstan?
Divorce is a difficult time in one's life and filled with challenging issues that must be resolved. We specialize in working with pre and post divorcees to help assess their current and future financial situation. Naturally divorce is filled with times of fear and uncertainty about the future.
Navigating All Financial Aspects
You Can Count On Us
LET US HELP TAKE THE GUESSWORK OUT OF THE TOUGH DECISION MAKING FOR YOUR DIVORCE INVESTMENT PLANNING.
Carrie Hulen
- CRPC
- ADPA
- Partner
- Financial Consultant
Carrie Hulen
- CRPC
- ADPA
- Partner
- Financial Consultant
- 30 + years Financial Industry Experience
- Portfolio Strategist & Technical Analyst
- Chartered Retirement Plan Counselor (CRPC®)
- Accredited Domestic Partnership Advisor (ADPA®)
- 5-Star Wealth Manager (2012-2021)*
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. For 2021, 613 Sarasota-area wealth managers were considered for the award; 51 (8% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony. 2020 - 579 Sarasota-area wealth managers were considered for the award, 49 (10% of candidates) were named Five Star Wealth Managers; 2019 - 602 Sarasota-area wealth managers were considered for the award; 60 (10% of candidates) were named Five Star Wealth Managers. 2018 - 626 Sarasota-area wealth managers were considered for the award; 52 (8% of candidates) were named Five Star Wealth Managers. 2017 - 434 Sarasota-area wealth managers were considered for the award; 40 (10% of candidates) were named Five Star Wealth Managers. 2016 - 464 Sarasota-area wealth managers were considered for the award; 96 (21% of candidates) were named Five Star Wealth Managers. 2015 - 602 Sarasota-area wealth managers were considered for the award; 112 (19% of candidates) were named Five Star Wealth Managers. 2014 - 849 Sarasota-area wealth managers were considered for the award; 146 (17% of candidates) were named Five Star Wealth Managers. 2013 - 652 Sarasota-area wealth managers were considered for the award; 141 (22% of candidates) were named Five Star Wealth Managers. 2012 - 530 Sarasota-area wealth managers were considered for the award; 149 (28% of candidates) were named Five Star Wealth Managers.
Contact
We Specialize On Helping
We Specialize On Helping
- MANAGEMENT OF RISK
- DESIGNING FINANCIAL DIVORCE INVESTMENT STRATEGIES
- GUIDING CLIENTS ON FINANCIAL MANAGEMENT DURING DIFFICULT TRANSITION PERIODS
- EDUCATING CLIENTS ON FINANCIAL ADVANTAGES AND DISADVANTAGES OF EITHER RETAINING OR GIVING UP CERTAIN ASSETS
Contact
Thomas McDonald
- CFP
- Senior Vice President
- Financial Consultant
Thomas McDonald
- CFP
- Senior Vice President
- Financial Consultant
- 34+ years Financial Industry Experience
- Portfolio Strategist & Technical Analyst
- Certified Financial Planner (CFP®)
- 5-Star Wealth Manager (2012-2021)*
- B.S., Florida Southern College
Click here for full bio
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. For 2021, 613 Sarasota-area wealth managers were considered for the award; 51 (8% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony. 2020 - 579 Sarasota-area wealth managers were considered for the award, 49 (10% of candidates) were named Five Star Wealth Managers; 2019 - 602 Sarasota-area wealth managers were considered for the award; 60 (10% of candidates) were named Five Star Wealth Managers. 2018 - 626 Sarasota-area wealth managers were considered for the award; 52 (8% of candidates) were named Five Star Wealth Managers. 2017 - 434 Sarasota-area wealth managers were considered for the award; 40 (10% of candidates) were named Five Star Wealth Managers. 2016 - 464 Sarasota-area wealth managers were considered for the award; 96 (21% of candidates) were named Five Star Wealth Managers. 2015 - 602 Sarasota-area wealth managers were considered for the award; 112 (19% of candidates) were named Five Star Wealth Managers. 2014 - 849 Sarasota-area wealth managers were considered for the award; 146 (17% of candidates) were named Five Star Wealth Managers. 2013 - 652 Sarasota-area wealth managers were considered for the award; 141 (22% of candidates) were named Five Star Wealth Managers. 2012 - 530 Sarasota-area wealth managers were considered for the award; 149 (28% of candidates) were named Five Star Wealth Managers.
Contact
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.