1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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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
Wealth Management
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
2 months ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
In the Community
2 months ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
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