CAPTRUST’s Scottsdale-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
9375 E Shea Blvd #100
Scottsdale, AZ 85260
Phone: 480.718.9788
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.
In Scottsdale, CAPTRUST delivers personalized financial advice shaped by the area’s growing economy and strong community of retirees, professionals, and business owners. The office combines regional knowledge with a focus on long-term planning that aligns with the Arizona desert lifestyle and the region’s expanding wealth landscape.
Principal | Financial Advisor
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