Captrust

CAPTRUST is a nationwide independent financial advisory firm specializing in comprehensive wealth planning and investment management tailored to the unique needs of individuals, families, and organizations. With over 30 years of experience, they serve a diverse clientele including retirement plan sponsors, nonprofits, and foundations, providing fiduciary and co-fiduciary services that prioritize clients' best interests.

As a majority employee-owned company, CAPTRUST emphasizes deep expertise and independence, offering customized solutions to help clients maximize their financial resources. Their commitment to building long-term partnerships enables them to deliver effective retirement solutions and foster financial wellness for clients at every stage of their financial journey.

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