CAPTRUST's Roseville financial advisors provide wealth management services to high-net-worth individuals, business owners, families as well as investment advisory services to fiduciaries of corporate retirement plans and endowment and foundation leaders.
Phone: 916.924.7527
Mon–Thur, 8:00 am–4:30 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.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
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 advice tailored to 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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