7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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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
Resources
Wealth Management
7 days ago
Market Update | January 2022
After a turbulent 2021, everyone is ready to get back...
Endowments & Foundations
2 months ago
Fundraising Best Practices for Nonprofits in 2021 and Beyond (Webinar Recording)
This year, many nonprofits seized the opportunity to reinvigorate their...
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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