CAPTRUST Wealth Management Services Overview
CAPTRUST provides investment advisory, asset management, and planning services to thousands of affluent private clients.
CAPTRUST offers a best-in-class client experience, using local financial advisors with highly specialized expertise and supporting them with centralized, nationwide resources. In this video, learn about the suite of resources CAPTRUST wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology, including our proprietary planning software, WealthView.
To download a copy of the transcript, click here.