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Stockbridge, GA

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345 Corporate Center Court
Stockbridge, GA 30281

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Phone: 770.507.0025

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 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 Stockbridge-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 retirement, inheritance, risk management, and tax and estate considerations.

Advisor

Matt Godleski, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Patrick Plunkett, CFP®

Principal,
Financial Advisor

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Advisor

Charles B. Pyke, Jr., JD

Principal,
Financial Advisor

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News & Resources

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Stockbridge, GA

345 Corporate Center Court
Stockbridge, GA 30281
Phone 770.507.0025
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