Highlands, NC
Our Highlands-based advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and beyond.
Our Highlands-based advisors provide comprehensive wealth management services to high-net-worth individuals, business owners, and beyond.
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.
CAPTRUST’s Highlands office serves clients across western North Carolina’s mountain communities with wealth management and financial planning services. The team works closely with individuals and families connected to the Highlands area. Clients receive support across areas such as investment management, retirement planning, and coordination with tax and estate professionals.
Senior Vice President | Financial Advisor
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