1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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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 Altavilla, AIF®
Principal,
Financial Advisor
Scott Gordon, AIF®, IPFC
Principal,
Financial Advisor
Debra Lyn Hightower, AIF®
Principal,
Financial Advisor
Ryan Jantzen
Principal,
Financial Advisor
Christeen Marie Reeg
Principal,
Financial Advisor
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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