8 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
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Wayzata, MN
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
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 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
Wealth Management
Wealth Management
9 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
Endowments & Foundations
10 months ago
Tax Planning and Planned Giving Strategies for Nonprofits (Webinar Recording)
Listen to our recent endowment and foundation...
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...
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