Minneapolis-based Windsor Financial Group, which provides investment and wealth planning for individuals and institutional clients, has joined CAPTRUST. The thirty-year old firm with a team of twelve, has deep experience in wealth management and financial planning.
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CAPTRUST, a leading independent wealth management and retirement plan advisory firm, today announced that advisors David Haire, Josh Haire, and Bridget Mitchell, formerly of HBK Wealth Management, have merged their practice with the firm.
CAPTRUST will attend the 2016 PLANSPONSOR National Conference as a speaker, exhibitor, and exclusive sponsor of the DC Plan Boot Camp. The conference is the only industrywide event to bring together retirement plan sponsors, plan advisors, and the providers that support plans and participants.
CAPTRUST, one of the nation’s leading independent retirement and wealth management firms, announced that Senior Vice President and Financial Advisor Danny Summerlin has been named Advisor Shareholder Partner in recognition of his exemplary record of contribution toward the success of the firm.
CAPTRUST announced that it will merge Parker Carlson & Johnson Investment Management into its wealth management practice. Dayton-based, PCJ has been providing wealth management and investment advisory services to individuals, families, corporations, and non-profit entities since 1982.
CAPTRUST announced that it has completed a merger with MFP Strategies. Based in Bethlehem, PA, MFP Strategies brings with it deep experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and retirement plan advisory services for institutional plan sponsors.