Our award-winning Alpharetta-based advisors provide expert wealth management and investment advisory services for high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations of nonprofits.
Phone: 404.201.6472
Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
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.
When you partner with CAPTRUST, you receive the peace of mind that our team of trusted financial advisors will work with you, keeping your goals at the forefront. We combine our values-first approach with industry expertise to create custom solutions for your financial challenges and needs. Partner with CAPTRUST by contacting your local office today.
Senior Vice President | Financial Advisor
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Principal,
Financial Advisor
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Principal,
Financial Advisor
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Senior Consultant,
Relationship Manager
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Principal,
Financial Advisor
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