Our Lynchburg-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families as well as investment advisory services to endowments and foundations of nonprofits.
Phone: 434.847.6600
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
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.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Financial insights are crucial to your continued success. CAPTRUST’s centralized model means you’ll have a team of experts backed by a deep bench of research capabilities. Combine that with our strict adherence to ethical standards and you’ll see the CAPTRUST difference. Get in touch with your local CAPTRUST office today to get started.
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