1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Back to all locations
10 South Jefferson St
#1210
Roanoke,
VA
24011
Phone: 540.342.1212
Mon–Fri, 8:30 am–5:00 pm
Wealth Management
Introduction
For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.
Our Team
CAPTRUST’s Roanoke-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Terence H. Crowgey, CFA®
Principal,
Financial Advisor
Jay Irons
Principal,
Financial Advisor
Tyler Pugh, CFA®, CMT
Vice President,
Financial Advisor
News & Resources
Wealth Management
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
3 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Resources
4 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Contact Us
How can we help?
