Address

1907 Wayzata Blvd #200
Wayzata, MN 55391

Contact

Phone: 800.216.0645

Who We Serve

Individuals & Families

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm

See Nearby Locations

Minneapolis, MN Minnetonka, MN St. Paul, 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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CAPTRUST

Wayzata

Our team of experts works directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning. Experience best-in-class services when working with CAPTRUST’s highly skilled team and discover why our advisors and deep bench of resources set the industry standard for wealth management services.

Our Team

Jennifer Arps

Director,
Tax and Client Advisor

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Bruce Paulson

Senior Financial Advisor

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We provide integrated wealth management and investment services for individuals and families of wealth who desire custom, tax-efficient investment portfolios and proactive, client-centered advice.

Jennifer Arps