Wealth Management Services Wenatchee WA

Address

7 N Wenatchee Avenue #401
Wenatchee, WA 98801

Contact

Phone: 509.888.3192

Who We Serve

Individuals

Hours

Mon–Fri, 8:30 am–5:00 pm

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.

Explore Our Services

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CAPTRUST

Wenatchee

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.

Our Team

Evan Cumalander

Vice President,
Financial Advisor

View Profile

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.

Fielding Miller