Contact
Phone: 316.689.8333
Hours
Mon–Fri, 8:30 am–5:00 pm
CAPTRUST’s Wichita-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: 316.689.8333
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.
Experience best-in-class advisory services when working with your local CAPTRUST team. By leveraging our expertise, you’re empowered to make informed decisions surrounding your short and long-term goals. Create opportunities and establish the foundations of your financial future with advisors that keep your unique needs at the forefront of every move.
Senior 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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Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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