Minneapolis, MN

Minneapolis, MN

Our Minneapolis-based team provides comprehensive wealth management and investment advisory services to clients of all types.

Talk to an Expert

Address

333 S 7th St #2900
Minneapolis, MN 55402

Contact

Phone: 612.347.7979

Who We Serve

Individuals & Families Retirement Plan Sponsors

Hours

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

See Nearby Locations

Minnetonka, MN St. Paul, MN Wayzata, MN

Individuals & Families

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.

Explore Our Services

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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.

Explore Our Services

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CAPTRUST

Minneapolis

We’re proud to extend our national footprint and expertise to cities across the country, including Minneapolis, MN. Equipped with a depth of resources and a powerhouse team of advisors, we’ll guide you through your unique challenges, offering extensive insights to create impactful solutions. Connect with your local CAPTRUST team to get started today.

Our Team

JoLynn Davis

Financial Advisor | Relationship Manager

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Daniel Esch

Senior Vice President,
Financial Advisor

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Nina Esch

Financial Advisor / Relationship Manager

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Chad Griffeth

Vice President,
Financial Advisor

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Joshua T. Hill

Principal,
Financial Advisor

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Each acquisition we make is not just about expanding our size. It’s about enriching our capabilities and extending our commitment to client service.

Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Retirement Plan Services

CAPTRUST’s 2025 Retirement Plan Industry Predictions

Retirement Plan Services

Episode 71: Litigation Trends with Bonnie Treichel

Wealth Management

Estate and Legacy Planning (Webinar Recording)

Wealth Management

2025 Tax Strategies as the TCJA Expires

Wealth Management

Why Giving Love Beats Receiving It

Retirement Plan Services

2024 Fiduciary Training Series, Part 4: Avoiding Scams (Webinar Recording)

Retirement Plan Services

Episode 70: Accenture and Retirement Recordkeeping

Wealth Management

Planned Giving Strategies for Individuals

Developing an Investment Policy Statement for Retirement Plan Sponsors

Wealth Management

Market Thoughts: 2024 Election