Grand Rapids, MI

Grand Rapids, MI

Our advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, and families.

Talk to an Expert

Address

99 Monroe Ave NW #901
Grand Rapids, MI 49503

Contact

Phone: 616.649.9670

Who We Serve

Retirement Plan Sponsors Individuals & Families

Hours

Mon–Fri, 8:00 am–5:00 pm

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

Two business people looking at a tablet in an office.

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

CAPTRUST

Grand Rapids

Establish the foundations of your financial success with integrity-focused advising services from CAPTRUST. By prioritizing the client relationship, our advising team can provide investment and wealth management advisory services you can trust. Invest in your future through informed decisions and end-to-end support. Contact your local CAPTRUST office today.

Our Team

Justin Cohen

Financial Advisor | Relationship Manager

View Profile

Dori Drayton

Principal | Financial Advisor

View Profile

Cameron Tinsley

Vice President | Financial Advisor

View Profile

Jeremy Tollas

Vice President | Financial Advisor

View Profile

Our team’s dedication is our greatest strength. We have built a talented, hardworking team that is deeply committed to our clients’ success.

Fielding Miller

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Wealth Management

What to Know About the New 2025 Tax Law

Retirement Plan Services

Episode 77: What the Supreme Court’s ERISA Decision Means for Retirement Plans

Retirement Plan Services

Wellness and Education for Nonqualified Plan Participants

Family Office Services

Diversification Strategies for Private Company Holdings

Retirement Plan Services

Fiduciary Training to Meet Your Fiduciary Duties

Wealth Management

What is Investment Management?

Wealth Management

Should I Consolidate My Assets?

Wealth Management

What Do I Need to Know About Investing in Artificial Intelligence?

Retirement Plan Services

Episode 76: Artificial Intelligence, Efficiency, and Cybersecurity with Fi360’s John Faustino

Retirement Plan Services

Selecting a Qualified Default Investment Alternative (QDIA)