4 weeks ago
Tax Planning and Planned Giving Strategies for Nonprofits (Webinar Recording)
Listen to our recent endowment and foundation...
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1907 Wayzata Blvd
#200
Wayzata,
MN
55391
Phone: 800.216.0645
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm
Wealth Management
ShareFile: MRA Quarterly Reports and Notices
Our Team
CAPTRUST’s Wayzata-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Jennifer Arps, CFP®
Director,
Tax and Client Advisor
Bruce Paulson, CPA, JD, CFP
Senior Financial Advisor
News & Resources
Endowments & Foundations
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Wealth Management
2 months ago
Market Commentary | Inflation
In May, the annualized inflation rate measured at 5 percent,...
Wealth Management
5 months ago
Market Commentary | The Twilight Zone
As we enter the second quarter of 2021, CAPTRUST’s Nathan...
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