CAPTRUST’s advisors provide wealth management services to individuals, business owners, and families as well as investment advisory services to nonprofit endowments and foundations in Boerne, TX.
Phone: 210.526.0057
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
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.
When it comes to your financial goals, we understand the importance of trust and transparency. At CAPTRUST, our centralized model allows each advisor to access the resources they need to foster a best-in-class experience for each client. Find out how we can help you overcome your unique challenges by connecting with your local CAPTRUST office today.
Principal,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Vice President,
Financial Advisor
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Associate,
Relationship Manager
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Welcome to “Creating Richer Lives”, where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.