Contact
Phone: 916.924.7527
Hours
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
CAPTRUST's Roseville financial advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.
Phone: 916.924.7527
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Diversifying your portfolio or managing complex accounts is simple when working with a fiduciary that puts you first. By adhering to our strong ethical values, we provide our clients with objective advice for their unique financial goals. Ensure your success by meeting with our local CAPTRUST office in Roseville, CA.
Vice President,
Financial Advisor
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Principal,
Financial Advisor
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Principal,
Financial Advisor
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Principal,
Financial Advisor
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Vice President,
Financial Advisor
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