CAPTRUST's Edmonds-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
505 5th Avenue S #104
Edmonds, WA 98020
Phone: 206.533.0500
Mon–Fri, 8:00 am–4:30 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.
CAPTRUST Edmonds provides comprehensive wealth management services to individuals and families throughout the Pacific Northwest. The team offers personalized financial planning and investment management designed to help clients navigate complex financial decisions and pursue their long-term goals.
Principal | Financial Advisor
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Senior Financial Advisor | Relationship Manager
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Financial Advisor | Relationship Manager
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Financial Consultant | Relationship Manager
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