CAPTRUST’s Houston-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
7904 N. Sam Houston Pkwy #310 W.
Houston, TX 77064
Phone: 281.640.8100
Mon–Thur, 8:30 am–4:30 pm
Fri, 8:30 am–3:00 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.
Our specialty is handling financial matters for families and business owners. In serving as our client’s personal chief financial officer, we help coordinate many aspects of their financial lives based on what’s important to them and their families.
Client Service | Wealth Client Service
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Principal
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Financial Advisor | Relationship Manager
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