1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Back to all locations
15C North Randolph St
Lexington,
VA
24450
Phone: 540.464.9100
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 Lexington-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.CAPTRUST Lexington-based advisors are known for applying their unique experience and expertise to provide best-in-class wealth management services for their clients.
David J. Hansen
Principal,
Financial Advisor
News & Resources
Announcements
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Resources
5 months ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
Resources
6 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Contact Us
How can we help?
