1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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13961 South Minuteman Dr
#300
Draper,
UT
84020
Phone: 801.984.8000
Mon–Fri, 8:00 am–5:00 pm
Wealth Management
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 Draper-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families as well as design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios.
Braxton Barnes
Financial Advisor,
Relationship Manager
Brodie Barnes, ChFC®, CFP®
Principal,
Financial Advisor
Christopher Jeppson, CFP®
Financial Advisor,
Relationship Manager
Brett Johnson, ChFC®
Financial Advisor,
Relationship Manager
Stan Kimball, CFP®, CPA
Principal,
Financial Advisor
Kaylie Tomadakis, CFP®
Financial Advisor,
Relationship Manager
News & Resources
Resources
Wealth Management
1 month ago
Market Update | April 2022
The first three months of 2022 have been a roller...
Resources
4 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
4 months ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
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