Our Melville-based advisors provide wealth management services to high-net-worth individuals, business owners and families, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
155 Pinelawn Road #210 N
Melville, NY 11747
Phone: 516.938.2400
Mon–Fri, 9;00 am–5:00 pm
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.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.
CAPTRUST Melville serves individuals, families, retirement plan sponsors, and nonprofit organizations, throughout Long Island and the greater New York metropolitan area. Our team provides comprehensive wealth management, retirement plan consulting, fiduciary support, and institutional investment advisory services tailored to the unique needs of each client. We help clients navigate complex financial decisions and pursue their long-term goals with confidence.
Senior Vice President | Financial Advisor
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Principal | Financial Advisor
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Senior Vice President | Financial Advisor
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Principal | Financial Advisor
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Principal | Financial Advisor
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