7 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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1300 W. Lodi Ave. #A-20
Lodi,
CA
95242
Phone: 916.932.0158
Wed & Fri, 8:00 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 Lodi-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Debra Lyn Hightower, AIF®
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...
Resources
10 months ago
Valuation Discounts for Gift and Estate Tax Savings
CAPTRUST wealth advisor Veronica Karas offers her insight with a...
Wealth Management
10 months ago
Understanding Medicare
Approaching 65 and unsure about how to get started with...
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