Our advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, and families.
Phone: 616.649.9670
Mon–Fri, 8:00 am–5:00 pm
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.
Establish the foundations of your financial success with integrity-focused advising services from CAPTRUST. By prioritizing the client relationship, our advising team can provide investment and wealth management advisory services you can trust. Invest in your future through informed decisions and end-to-end support. Contact your local CAPTRUST office today.
Financial Advisor | Relationship Manager
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Principal,
Financial Advisor
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Vice President, Financial Advisor
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Vice President,
Financial Advisor
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