More Than Investments

As a client centric firm, we take a holistic approach to working with clients, so in addition to our strategic planning and investment management services, we also consult and offer other services that frequently arise within our client base, including Insurance and Annuities, Estate and Executor support, Professional Referrals, and Identity Theft protection.

Identity Theft Protection

*This post is brought to you in sponsored partnership with Lifelock and FinTrust receives compensation when you click the link for Lifelock.  FinTrust also receives commissions from Lifelock for purchases made through links on this page.

Concerned about identity theft? Digital identity theft and the dark web are unfortunate realities of our online and digital financial system. Several major companies have had data compromised, and as a result FinTrust Capital Advisors recommends considering a digital identity theft solution. We are proud to have partnered with Lifelock®, a leader in identity theft protection, to offer a solution.

You can miss certain identity threats by just monitoring your credit or bank statements. Identity thieves can sell your personal information on the dark web or change your address without authorization. LifeLock sees more.  Their proprietary technology detects a wide range of Identity threats and if there’s a problem, a dedicated, U.S-based Identity Restoration Specialist will personally handle your case from start to finish and help fix it. It’s all backed by their Million Dollar Protection™ Package†††, to help you keep what’s yours, yours.  More Detection. More Protection.

No one can prevent all Identity theft.

LifeLock does not monitor all transactions at all businesses.

††† Reimbursement and Expense Compensation, each with limits of up to $25,000 for Standard, up to $100,000 for Advantage and up to $1 million for Ultimate Plus. And up to $1 million for coverage for lawyers and experts if needed, for all plans. Benefits provided by Master Policy issued by United Specialty Insurance Company, Inc. (State National Insurance Company, Inc. for NY State members). Policy terms, conditions and exclusions at:

Insurance & Annuities

Are you looking for an objective review of your insurance and annuities? If so, FinTrust offers a unique approach to modeling and illustrating these complex products to insure that they are consistent and appropriate for your financial plan. In addition, when necessary, FinTrust utilizes its Referral Network to find the best resource for our clients.

Estate & Executor Support

Are you the executor or personal representative of an estate? If so, FinTrust can support you as a fiduciary advisor with our estate and executor support services. We will help you understand the process, complete documents, contact financial institutions, open and close necessary accounts, keep good accounting records, sell and distribute assets, and report to accountants, lawyers, and beneficiaries on a regular basis.

Need help with your estate or Inheritance strategy? Contact us today to get in touch with the right credentialed professional for your needs.

FinTrust Referral Network

Have a question we can’t answer? Need a referral to a high quality lawyer, accountant, or other professional with expertise in your area of concern? Need introductions to pools of capital? No worries, we will tap our contact database on your behalf and make the appropriate introductions.

Contact us today for a referral to one of our top professional network contacts.


We are pleased to offer our clients and friends an exclusive membership rate for PartnerMD concierge medical services. We love working with PartnerMD because they believe nothing is more personal than your health. Membership in PartnerMD means that your personal primary care physician has the time to get to know you as a person and customize care to help you achieve your best version of wellness.

Membership benefits include:

  1. Choice of a personal doctor taking new patients
  2. Access to a PartnerMD physician 24/7, including after hours, weekends, and holidays
  3. Same day and next day appointments for urgent care with limited wait time
  4. On-site lab facilities and coordination of care with specialists and hospitals
  5. Health coaches that work closely with your physician to help you: eat healthy, move more, manage caregiver roles, reduce stress, sleep better, and more.
Comfort Keepers

Comfort Keepers, a premier Home Care Company, helps seniors safely maintain their lifestyles in the comforts of their own home. Our Care Coordination and Interactive Caregiving approach provides a full spectrum of care for our client’s well-being.

Some of our services include:

  1. Coordination between client’s care team and physician network
  2. Access to a 24-hour care center
  3. Transportation to and from appointments, social outings, and daily errands
  4. Personal care such as bathing, grooming, and incontinence care
  5. Companionship and light housekeeping
  6. Specialized care for complex needs such as Dementia and Alzheimer’s
  7. Private Duty Nursing services



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