Standing Guard.
Building Legacy.
Pro Capital provides financial planning and wealth management for entrepreneurs, business owners and families with $1M+. We build and run the full plan — and coordinate with your CPA and attorney so everything works together.
Serving entrepreneurs & families with $1M+ in investable assets
The Problem
My advisor is missing opportunities — and problems I didn't even know I had.
I've outgrown the firm I started with. My wealth and my life need more.
My advisor can't relate to what it actually takes to build and run a business.
Eventually you hit a level of wealth and complexity your current advisor simply can't keep up with. That's not a failure — it's a sign it's time to graduate to a firm built for where you are now, and where you're going.
Wealth should serve something greater.
We believe building wealth comes with responsibility.
That family matters more than status.
That faith should shape the way we live and lead.
That entrepreneurs should enjoy the fruits of what they've built.
That protecting wealth matters just as much as growing it.
That stewardship requires wisdom, discipline, and accountability.
And that a meaningful legacy is measured by far more than the assets you leave behind.
We built Pro Capital for families who believe the same.
Built for the people
who built something.
Entrepreneurs
Business Owners
Founders
High-Income Professionals
Athlete Entrepreneurs
Families with $1M+ in Investable Assets
"You don't need another cookie-cutter advisor. You need a financial partner who understands what it takes to build a business, grow wealth, and protect your family."
Meet Cory Procter.
Cory shares why he built Pro Capital, the firm's philosophy, and what financial planning and wealth management actually look like in practice — and why every entrepreneur deserves a full plan, not just a portfolio.
A proprietary framework
for protecting everything.
What we believe shapes how we work. The VAULT Method is the practical expression of those beliefs — Cory Procter's proprietary system of five pillars that turn stewardship into one coordinated, legacy-building strategy.
Vision & Values
We begin with what this wealth is actually for — your family, your business, your purpose. Every strategy is anchored to your definition of success, not a generic benchmark.
Simple For You.
Comprehensive Behind the Scenes.
Pro Capital provides financial planning and wealth management for entrepreneurs, business owners and families with $1M+. We build and run the full plan — and coordinate with your CPA and attorney so everything works together.
We don’t prepare tax returns; we work with your CPA. Legal documents are drafted by your attorney. Insurance products are offered through our affiliate, Pro Capital Insurance Agency LLC. See our Form ADV for details.
Trusted by the
people who built it.
"After a few years of watching my retirement portfolio grow at a slow rate, I decided to make a change. Cory at Pro Capital provided a truly different experience. The process was so smooth, and they were highly focused on detail every step of the way. I couldn't have been more happy with the entire staff."
"An absolutely amazing team of professionals. They took the time to explain how we can grow effectively and intelligently. A+++ highly recommend for top tier wealth management."
"Cory and his team are phenomenal. Financially, we were completely exposed. He helped us protect our assets and reinvest in a way that will set us up for life. The attention to detail, thoroughness of reviews, and advice you receive from Cory makes you feel confident in trusting him with your finances. Second to NONE!"
What it sounds like
when the gaps are gone.
Real words from a real client. No script, no prompt — just an honest account of what changes when every part of your financial life is finally coordinated.
An experienced team.
In your corner.
Every client is supported by a dedicated team with the expertise and continuity to protect what you've built — not passed off after the first conversation.
Cory Procter
Makenzie Kahan
Meredith Smith
Natalie Smith
Shaylor Smith
Built Not Broke
Most books about wealth tell you how to make more. This one addresses the harder question: how do you keep it, protect it, and pass it on without watching it unravel? Cory Procter wrote the VAULT Method for the entrepreneur who suspects they are missing something — and wants to find out before it costs them.
"I thought I had everything covered. This book showed me exactly where I was wrong — and what to do about it."
— FEATURED ENDORSEMENT
Start With Chapter One — Free
Get a preview of Built Not Broke and start thinking differently about how you build, protect, and transfer your wealth.
The field notes
every founder should read.
Enter the Vault is a twice-monthly letter for entrepreneurs and leaders — practical tips on finance, wealth, and the leadership principles that actually move the needle. Direct. No filler. The kind of thinking we bring to every client relationship, delivered to your inbox.
No spam. Unsubscribe anytime.
Is your wealth
actually protected?
Most people assume the answer is yes. The 3-minute VAULT Scorecard will show you — and help you understand what a coordinated strategy would actually change for you.
Qualified applicants only.