Wenatchee, WA
CAPTRUST’s advisors provide wealth management services for high-net-work individuals, business owners, and families in Wenatchee, WA.
CAPTRUST’s advisors provide wealth management services for high-net-work individuals, business owners, and families in Wenatchee, WA.
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.
Your portfolio deserves expert hands guiding you or your business to reach your financial goals. With CAPTRUST working with you, you’ll have personalized solutions combined with our highly ethical approach to fiduciary work. Learn more about the CAPTRUST difference with a quick call to your local Wenatchee office.
Vice President,
Financial Advisor
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