2 days ago
Market Update | October 2021
So far, 2021 has been a year of notable growth...
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1130 Iron Point Rd
#100
Folsom,
CA
95630
Phone: 916.932.0150
Mon–Fri, 7:00 am–4:00 pm
Wealth Management
Institutional Retirement
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 Folsom, California-based advisors specialize in providing investment advisory services to fiduciaries of retirement plans and comprehensive wealth management services to high-net-worth individuals and families.
William David Altavilla, AIF®
Principal,
Financial Advisor
Scott Gordon, AIF®, IPFC
Principal,
Financial Advisor
Debra Lyn Hightower, AIF®
Principal,
Financial Advisor
Ryan Gregory Jantzen
Principal,
Financial Advisor
Christeen Marie Reeg
Principal,
Financial Advisor
News & Resources
Wealth Management
In the Community
2 days ago
The CAPTRUST Community Foundation Overview
The CAPTRUST Community Foundation (CCF) is a registered 501(c)(3) charity...
Wealth Management
1 month ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
2 months ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
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