CAPTRUST's Portland-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, and investment advisory services to nonprofit endowments and foundations.
100 Commercial Street #200
Portland, ME 04101
Phone: 617.338.8108
Mon–Fri, 9:00 am–5:00 pm
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
Our Portland team supports individuals, families, business owners, and nonprofit organizations with comprehensive wealth management and investment advisory services. Founded to answer the unique challenges that come with wealth, we continue to provide solutions to our clients’ most important financial questions.
Financial Advisor | Relationship Manager
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Principal | Financial Advisor
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