9 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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Stockbridge, GA
345 Corporate Center Court
Stockbridge,
GA
30281
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.
Matt Godleski, CFA®, CFP®
Principal,
Financial Advisor
Shane Hunter, CFP®
Principal,
Financial Advisor
Patrick Plunkett, CFP®
Principal,
Financial Advisor
Charles B. Pyke, Jr., JD
Principal,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
11 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Wealth Management
1 year ago
Are You an Investor or a Speculator?
As the cost of trading stocks has dropped to zero,...
Announcements
1 year ago
CAPTRUST Adds Georgia-Based Stewardship Financial Advisors
CAPTRUST Financial Advisors today announced that Stewardship Financial Advisors has...
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