Contact
Phone: 916.924.7527
Hours
Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–4:00 pm
CAPTRUST's Sacramento 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–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.
We’re proud to serve California through our CAPTRUST Sacramento office. We offer tailored fiduciary services to meet your needs, whether you are seeking solutions for wealth management, retirement planning, risk management, or beyond. Contact us today and discover our unmatched commitment to excellence.
Senior Associate | Financial Planning
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Vice President,
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Principal,
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Principal,
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