Wealth Management and Retirement Plan and Nonprofit Advisory Services Greenwood Village CO | CAPTRUST
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Greenwood Village, CO

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5299 DTC Blvd #810
Greenwood Village, CO 80111

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Phone: 303.738.0300

Mon–Fri, 8:30 am–5:00 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

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 Greenwood Village-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Advisor

Katie Eldred, AIF®

Vice President,
Financial Advisor

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Advisor

Dickson Griswold, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jill A. Rogers, CFP®, CPA

Senior Vice President,
Financial Advisor

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Advisor

Richard Rogers, CPA

Senior Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Greenwood Village, CO

5299 DTC Blvd #810
Greenwood Village, CO 80111
Phone 303.738.0300
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