Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Back to all locations
Shine_PR_tint

9892 Rosemont Ave #100
Lone Tree, CO 80124

Directions

Phone: 303.740.8600

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–3:00 pm

Wealth Management
Lone Tree Client Login

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.

Video Thumbnail

Our Team

CAPTRUST’s Lone Tree-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The Lone Tree team joined CAPTRUST from Shine Wealth Partners in 2020.

Advisor

Judith A. Shine, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Karen K. Salvatore, CFA, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Beth Cornell, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Elisabeth L. Jacobson, CFP®

Senior Vice President,
Financial Advisor

View Profile
Advisor

Peter Vander Ploeg, CFP®

Vice President,
Financial Advisor

View Profile
View All News and Resources

Contact Us

How can we help?

Lone Tree, CO

9892 Rosemont Ave
#100
Lone Tree, CO 80124