CAPTRUST’s Devon-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.
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’s Devon office provides investment and wealth management services to individuals, small businesses, and endowments and foundations. With a focus on responsive service and long-term client relationships, the Devon team delivers tailored guidance, including investment advice, financial planning, and portfolio management.
Senior Client Service | Wealth Client Service
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Senior Client Service | Wealth Client Service
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Principal | Financial Advisor
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Senior Vice President | Financial Advisor
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Vice President | Financial Advisor
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