CAPTRUST’s Wichita-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.
Phone: 316.689.8333
Mon–Fri, 8:30 am–5:00 pm
We partner with nonprofit institutions to support their missions through investment management, board education, donor engagement strategies, performance analytics, and outsourced CIO solutions.
From portfolio management and wealth planning to family governance and charitable giving, our advisors provide personalized strategies built around your life and legacy goals.
Our team collaborates with employers to enhance retirement outcomes through 3(21) and 3(38) fiduciary support, OCIO models, plan design consulting, and tailored financial wellness initiatives.
Experience best-in-class advisory services when working with your local CAPTRUST team. By leveraging our expertise, you’re empowered to make informed decisions surrounding your short and long-term goals. Create opportunities and establish the foundations of your financial future with advisors that keep your unique needs at the forefront of every move.
Senior Vice President,
Financial Advisor
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Financial Advisor,
Relationship Manager
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Senior Vice President,
Financial Advisor
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Senior Vice President,
Financial Advisor
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Senior Associate, Relationship Management
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