9 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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Lone Tree, CO
9892 Rosemont Ave
#100
Lone Tree,
CO
80124
Phone: 303.740.8600
Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–3:00 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 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.
Judith A. Shine, CFP®
Senior Vice President,
Financial Advisor
Karen K. Salvatore, CFA, CFP®
Principal,
Financial Advisor
Beth Cornell, CFP®
Senior Vice President,
Financial Advisor
Elisabeth L. Jacobson, CFP®
Senior Vice President,
Financial Advisor
Peter Vander Ploeg, CFP®
Vice President,
Financial Advisor
Brian Miserlian, CFP®
Financial Advisor,
Relationship Manager
News & Resources
Wealth Management
Wealth Management
11 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
12 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Announcements
2 years ago
CAPTRUST Adds Wealth Management Firm Shine Wealth Partners
National RIA Opens First Office in...
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