2 weeks ago
Cause and Effect
As coronavirus vaccination progress accelerates and our attention shifts to...
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2010 Crow Canyon Pl
#210
San Ramon,
CA
94583
Phone: 925.648.4730
Mon–Fri, 8:00 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 San Ramon-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our skilled advisors are experienced in individualized and custom planning that encompasses insurance needs, retirement, inheritance, risk management, and tax and estate considerations.
Lyle Brandt
Vice President,
Financial Advisor
Rosanne Costello
Senior Vice President,
Financial Advisor
Dave Fernandez, CFA®, CFP®
Vice President,
Financial Advisor
Ted Lew, CFP®
Vice President,
Financial Advisor
Mark Miller
Principal,
Financial Advisor
News & Resources
Resources
Resources
2 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
Retirement Plans
2 months ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
6 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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