Grand Rapids, MI

Grand Rapids, MI

Our advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, and families.

Talk to an Expert

Address

99 Monroe Ave NW #901
Grand Rapids, MI 49503

Contact

Phone: 616.649.9670

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Fri, 8:00 am–5:00 pm

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Grand Rapids

Establish the foundations of your financial success with integrity-focused advising services from CAPTRUST. By prioritizing the client relationship, our advising team can provide investment and wealth management advisory services you can trust. Invest in your future through informed decisions and end-to-end support. Contact your local CAPTRUST office today.

Our Team

Justin Cohen

Financial Advisor | Relationship Manager

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Dori Drayton

Principal,
Financial Advisor

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Cameron Tinsley

Vice President / Financial Advisor

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Jeremy Tollas

Vice President,
Financial Advisor

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Our team’s dedication is our greatest strength. We have built a talented, hardworking team that is deeply committed to our clients’ success.

Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Retirement Plan Services

Episode 70: Accenture and Retirement Recordkeeping

Developing an Investment Policy Statement for Retirement Plan Sponsors

Wealth Management

Market Thoughts: 2024 Election

Retirement Plan Services

IRS Announces 2025 Retirement Plan Limitations

Retirement Plan Services

Fiduciary Update | November 2024

Retirement Plan Services

Cyber Risk and Cyber Security for Retirement Plan Sponsors

Retirement Plan Services

Episode 69: Fidelity and SECURE 2.0

Retirement Plan Services

Upcoming Webinar! 2024 Fiduciary Training Series, Part 4: Avoiding Scams

Wealth Management

Market Update | October 2024

Retirement Plan Services

Executive Benefits for Plan Sponsors