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Greensboro_Blue

628 Green Valley Rd #206
Greensboro, NC 27408

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Phone: 336.294.8585

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Wealth Management

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 Greensboro-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Advisor

Phil Epting, CFP®

Senior Specialist,
Financial Advisor

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Advisor

Steven H. Morton, CFP®, CPA

Principal,
Financial Advisor

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Greensboro, NC

628 Green Valley Rd
#206
Greensboro, NC 27408