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

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Simply put, our focus in Wenatchee is to help our clients achieve their unique goals by reducing the complexity of their financial lives. Our highest honor is the trust and responsibility that clients bestow on us to ensure the fulfillment of their goals through life’s many transitions.

Evan Cumalander Vice President, Financial Advisor