Contact

Phone: 425.401.1211

Hours

Mon–Fri, 8:00 am–4:30 pm

Additional Info

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Individuals
Retirement Plan Sponsors
Endowments & Foundations

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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CAPTRUST
Financial Advisors Bellevue, WA

With specialized expertise in comprehensive financial planning, CAPTRUST’s team of financial consultants provide wealth management and investment advisory services to individual investors, small business owners, and families.

Our Team

Ryan Colkitt

Senior Analyst | Investments

Michael Coyne

Senior Consultant | Relationship Manager

Kyle Hauge

Senior Consultant | Relationship Management

Clayton Hunter

Senior Specialist | Financial Planning

Melissa Karpen

Consultant | Relationship Manager

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Each acquisition we make is not just about expanding our size. It’s about enriching our capabilities and extending our commitment to client service.
Fielding Miller

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.