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Wealth Management
CAPTRUST for Individuals

CAPTRUST Wealth Management Services Overview

CAPTRUST provides investment advisory, asset management, and planning services to thousands of affluent private clients.

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them— from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.