Looking for a partner to help you navigate the nuanced complexities of your financial planning? Wondering how to be meaningfully engaged in the process without the requirement of doing it all yourself? Our unique, engaging approach and experienced consultants guide people and institutions to sound financial plans aligned with their goals.
We'll start with a conversation about you - not numbers. We want to know what security, satisfaction and happiness look like to you. Our tools will help you define and prioritize what you want to achieve, while drawing attention to any sacrifices or tradeoffs that warrant consideration. We've got the big picture.
We'll start with a conversation about you - not numbers. We want to know what security, satisfaction and happiness look like to you. Our tools will help you define and prioritize what you want to achieve, while drawing attention to any sacrifices or tradeoffs that warrant consideration. We've got the big picture.
Services
Managing wealth and investments is what we do - how we do it is what sets us apart. At CapTrust, we're passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our world-class investment planners craft a roadmap for growth that aligns with who you are and what you want.
Our strength is our people, and they're here to serve you. As a CapTrust client, you'll be sharing your perspective and goals with them - it's only fair that they do the same. Click the portraits below to learn more about each team member's experience and get a taste of their personality.
Investments & Wealth Institute (The Institute) is the owner of the certification marks "CIMA, " "CPWA, " and "Certified Investment Management Analyst" and "Certified Private Wealth Advisor."Use of CIMA, CPWA and/or Certified Investment Management Analyst and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute (The Institute) is the owner of the certification marks "CIMA, " "CPWA, " and "Certified Investment Management Analyst" and "Certified Private Wealth Advisor."Use of CIMA, CPWA and/or Certified Investment Management Analyst and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for certification.
At CapTrust, we create a plan based on your priorities and values. That's why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what's important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.
Nonprofits, foundations, endowments, corporations and family offices engage CapTrust to provide clear advice and a disciplined approach. We'll work with your organization to lay out an investment strategy that aids in fulfilling your mission. We provide hands-on guidance and work with finance committees to understand goals, objectives and current considerations.
This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.
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Financial Service Directory
Aug 17, 2019
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