3 weeks ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
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Folsom, CA
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
Christine Petersen
Associate Relationship Manager
News & Resources
Resources
Wealth Management
4 weeks ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
4 weeks ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
Resources
4 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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