Our Fort Worth team provides wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Phone: 817.335.5739
Mon–Thurs, 7:30 am–5:00 pm
Fri, 8:00 am–4:00 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.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
CAPTRUST was built on the premise of delivering an unmatched customer experience that puts your needs at the forefront. Through our extensive selection of financial and fiduciary services, our team of advisors provides industry-leading expertise to develop tailored solutions that reach your short- and long-term goals. Connect with your local CAPTRUST team today to learn more.
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Financial Advisor
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Senior Associate / Relationship Management
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Financial Advisor,
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Principal,
Financial Advisor
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