Contact
Phone: 229.888.5346
Hours
Mon–Fri, 8:30 am–5:00 pm
Our Albany-based team of advisors is proud to provide our clients with specialized expertise in wealth management and investment advisory services.
Phone: 229.888.5346
Mon–Fri, 8:30 am–5:00 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.
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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
We understand Georgians value a working relationship founded on trust. At CAPTRUST, we built our company and our values on just that. Our team of advisors utilize their expertise to offer personalized wealth management and investment advisory services you can rely on. Contact CAPTRUST in Albany, GA, and take the next step toward reaching your financial goals.
Senior Vice President,
Financial Advisor
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