Wealth Management Services Lexington VA

Address

15C North Randolph St
Lexington, VA 24450

Contact

Phone: 540.464.9100

Who We Serve

Endowments & Foundations Individuals Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

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.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST

Lexington, VA

Our Lexington advisors bring financial expertise to the table whether you’re a high-net-worth individual looking for investment advice, a nonprofit in need of fiduciary services, or an employer securing your employees’ retirement future with competitive benefits. With our centralized model, CAPTRUST has the flexibility and resources needed to make your success our priority. See the CAPTRUST difference for yourself.

Our Team

David J. Hansen

Principal,
Financial Advisor

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Lewis Thomas II

Financial Advisor

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We listen closely to our clients and partner with them to navigate the complexities of building wealth and retirement using industry-leading financial planning and investment management.

Dave Hansen