CAPTRUST’s Sanford-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.
603 Carthage Street #210
Sanford, NC 27330
Phone: 919.774.4711
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:30 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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
With nearly 150 combined years in the financial services industry, our team is able to provide you with a level of knowledge necessary to help you pursue your financial goals and objectives. Leaving a legacy to your children, grandchildren, or particular institution or charity is important to our clients. Our goal is to help each client achieve their individual goals for retirement and the efficient transfer of their estate to their heirs.
Senior Specialist | Practice Management
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Senior Client Management Consultant
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Consultant | Relationship Manager
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Senior Client Management Associate
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Principal
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