Our comprehensive financial wellness solution helps employees maximize their employer benefits and enhance their overall financial well-being.

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Financial Wellness & Advice

We help employers deliver personalized and actionable educational content and unbiased advice that can increase employees’ financial confidence and empower them to improve their own financial wellness. 

CAPTRUST is one of the nation’s largest providers of fiduciary services to retirement plan sponsors. We’re also one of the largest registered investment advisors, providing wealth management and financial planning services to individuals and families for more than 25 years.  

Through CAPTRUST at Work, we leverage this expertise to help our client organizations engage their employees and improve outcomes for retirement plan participants. 

Our Mission

Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.

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With decades of continuous focus, learning, and reinvestment, we have developed an unrivaled depth of resources, experience, and expertise. We use these tools to empower employees and help them improve their financial wellness.

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Learn About CAPTRUST at Work
Through our tailored programs, we support employers in fostering a culture of financial empowerment.
Tell Us About Your Organization
The best advice comes from truly understanding your organization, its mission, and its goals for employee benefit programs.
Connect with an Advisor
We’ll connect you with a financial advisor who can help you understand more about our services and how to integrate CAPTRUST at Work into your financial benefits.
Our vision is to create a future where financial success is accessible to everyone. We do that by partnering with employers to optimize their existing financial benefits, and personalize financial wellness for employees. An entry-level young professional needs very different advice than a senior executive, but they both deserve financial empowerment and customized guidance to reach the next level.
Christopher Whitlow Senior Director, Head of CAPTRUST at Work

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