7 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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9139 West Russell Rd
Las Vegas,
NV
89148
Phone: 702.479.2799
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 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 Las Vegas-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Will Froelich, CFA®, CFP®
Principal,
Financial Advisor
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
8 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
VESTED Magazine
1 year ago
2021: Take Two
This time of year, many in our industry follow the...
VESTED Magazine
1 year ago
A Journey of Six Generations
When Chris Martin IV watches a musician playing the guitar...
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