CAPTRUST's Winston-Salem-based advisors specialize in helping individuals and families pursue their financial goals through personalized wealth management, investment planning, and fiduciary advice. We also provide investment advisory services to retirement plan sponsors and endowment and foundation leaders across the western Triad.
615 St. George Square Court #300
Winston-Salem, NC 27103
Phone: 336.612.3269
Mon–Fri, 8:30 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 Winston-Salem serves individuals, families, and business owners throughout the Piedmont Triad and across the Southeast, specializing in comprehensive wealth management services, including investment management, retirement planning, estate and legacy planning, and multigenerational wealth strategies. Known for its relationship-driven approach, the team helps clients navigate increasingly complex financial decisions with personalized guidance tailored to their goals.
Principal | Financial Advisor
View Profile
Principal | Financial Advisor
View Profile
Senior Financial Advisor | Portfolio Management
View Profile
Principal | Financial Advisor
View Profile
Principal | Financial Advisor
View Profile
"*" indicates required fields
"*" indicates required fields