CAPTRUST’s financial advisors in Bellevue, WA specialize in providing wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, corporate assets, and endowments and foundations of nonprofits.
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 specialized expertise in comprehensive financial planning, CAPTRUST’s team of financial consultants provide wealth management and investment advisory services to individual investors, small business owners, and families.
Senior Analyst | Investments
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Senior Consultant | Relationship Manager
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Senior Consultant | Relationship Management
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Senior Specialist | Financial Planning
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Consultant | Relationship Manager
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