CAPTRUST's Centerville-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, and investment advisory services to nonprofit endowments and foundations.
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.
Our Centreville financial advisors provide investment and wealth management services to individuals, families, endowments, and foundations. We ask questions, dig deep, and listen closely to create a financial plan that supports the ever-changing lives of people and families.
Principal | Financial Advisor
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