CAPTRUST’s Leawood-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Phone: 816.753.5100
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.
Our national footprint empowers each of our advisors to bring deep expertise to every client experience. With a values-based approach, our advisors provide objective investment support and guidance that best support your goals. Contact your local office to see the suite of resources our wealth advisors have at their fingertips.
Managing Principal
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Vice President,
Financial Advisor
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Financial Advisor,
Relationship Manager
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Senior Vice President | Financial Advisor
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Financial Advisor,
Relationship Manager
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