8 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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Valencia, CA
25350 Magic Mountain Pkwy
#300
Valencia,
CA
91355
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 Valencia-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Rosanne Costello
Senior Vice President,
Financial Advisor
News & Resources
Wealth Management
Wealth Management
9 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Announcements
11 months ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
1 year ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
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