4 weeks ago
High Fives for Making Thrive!
In November, WealthManagement released its very first listing of Thrive...
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7812 McEwen Rd.
Suite 400
Dayton,
OH
45459
Phone: 937.223.0600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Our Team
The CAPTRUST Dayton office specializes in providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, corporate executives, and business owners.
Kathleen Carlson, CFA®
Vice President,
Financial Advisor
Ryan W. Lee, CFP®
Vice President,
Financial Advisor
News & Resources
Announcements
Plan Sponsor eBrief
1 month ago
IRS Announces 2020 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
Announcements
2 months ago
VESTED, Fall 2019
We are pleased to announce that the Fall 2019 issue...
Announcements
6 months ago
VESTED, Summer 2019
We are pleased to announce that the Summer 2019 issue...
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