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Tint-BoerneTX-01

114 East Highland Drive
Boerne, TX 78006

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Phone: 210.526.0057

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

Introduction

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.

Our Team

CAPTRUST’s Boerne-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits, as well as investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Casey Keller, CFA

Senior Vice President,
Financial Advisor

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Advisor

Shawn T.H. Morris, CFP®, AAMS®

Vice President,
Financial Advisor

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CAPTRUST for Individuals

Creating Richer Lives Podcast

Hosted by Karl Eggerss

Welcome to “Creating Richer Lives”, where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.

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Contact Us

How can we help?

Boerne, TX

114 East Highland Drive
Boerne, TX 78006