Standing Guard.
Building Legacy.
We help entrepreneurs scale and protect their wealth by coordinating every area of their financial life — investments, taxes, estate, protection, and legacy. Not just an advisor. A long-term financial partner who knows your goals as well as your numbers.
Serving entrepreneurs & families with $1M+ in investable assets
The Problem
Am I paying more in taxes than I should?
Is my family truly protected?
Do I have a trusted financial partner who keeps everything organized?
Most entrepreneurs have multiple advisors — but no one trusted partner coordinating every aspect of their financial life.
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 coordinated wealth stewardship actually looks like in practice — and why every entrepreneur deserves a financial partner, not just another advisor.
A proprietary framework
for protecting everything.
The VAULT Method is Cory Procter's proprietary system — five pillars that transform scattered financial decisions into one coordinated, legacy-building strategy.
Vision & Values
We begin with what matters most — 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.
Every discipline below is coordinated as one — not handed off to different people with different agendas. This is what integration actually looks like.
Investment Management
Disciplined, tax-aware portfolios built around your full financial picture — not a model designed for someone else.
Tax Strategy
Taxes are the largest permanent drag on wealth. Every decision is coordinated across your investments, business, and estate.
Asset Protection
We work alongside your attorney to structure entities, trusts, and coverage that close the gaps before they cost you.
Estate & Legacy
We make sure your legacy transfers the way you intended — not by default. Your estate plan only works if someone is watching it.
Business Owner Strategy
Your business is your largest asset. We align it with your personal wealth, exit, and retirement — as one integrated picture.
Family Wealth Stewardship
We help families prepare the next generation to steward wealth — not just inherit it.
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 meeting.
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
Thinking that earns
a place in your inbox.
The Guardian's Brief is a weekly letter on wealth, protection, and the decisions that actually matter. Direct. Opinionated. No filler. The kind of thinking we bring to every client relationship — delivered to you first.
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Is your wealth
actually protected?
Most people assume the answer is yes. A Discovery Call is 30 minutes to find out — and to understand what a coordinated strategy would actually change for you.
APPLY FOR A DISCOVERY CALLQualified applicants only. No pitch. No pressure.