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740 University Ave
Sacramento, CA 95825

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Phone: 916.924.7527

Mon–Fri, 8:00 am–5:00 pm

Wealth Management
Institutional Retirement
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Q3 Newsletter

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.

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Our Team

CAPTRUST’s Sacramento-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Peter Ashby, CFP®, AWMA®

Vice President,
Financial Advisor

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Advisor

Kelly Brothers, CFP®, MBA

Principal,
Financial Advisor

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Advisor

Kevin A. Chang, CPA, CFP®, AIF®

Principal,
Financial Advisor

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Advisor

Rob Cook, CPA, CFP®

Financial Advisor,
Financial Planning

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Advisor

Mark Huffman, JD, CFP®

Vice President,
Financial Advisor

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Advisor

John Lockwood, CFP®, CLU®

Principal,
Financial Advisor

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Advisor

Kathryn McCall, CFP®

Financial Advisor,
Financial Planning

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Advisor

Scott C. Thomas, CFP®, MBA

Principal,
Financial Advisor

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Contact Us

How can we help?

Sacramento, CA

740 University Ave
Sacramento, CA 95825