CAPTRUST’s Dallas team of advisors provide wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans.
Phone: 972.661.4600
Mon–Fri, 8:00 am–5:00 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.
Since our founding, CAPTRUST has been committed to giving our clients objective, research-backed financial and investment advice. Our advisors are more than capable of helping you make the right calls for your portfolio. Reach out to our third Dallas CAPTRUST office to see how we can work together to accomplish your financial goals.
Principal
View Profile
Principal
View Profile
Principal
View Profile
Principal
View Profile
Financial Advisor,
Relationship Manager
View Profile
Notifications