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Folsom, CA

Folsom_CA_tint

1130 Iron Point Rd #100
Folsom, CA 95630

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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.

Advisor

William Altavilla, AIF®

Principal,
Financial Advisor

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Advisor

Debra Lyn Hightower, AIF®

Principal,
Financial Advisor

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Folsom, CA

1130 Iron Point Rd
#100
Folsom, CA 95630