2 months ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
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San Ramon, CA
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
5 months ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
Wealth Management
8 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
8 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
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