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West Chester Township, OH

Address

9078 Union Centre Blvd #102
West Chester Township, OH 45069

Directions

Contact

Phone: 513.273.0350

Hours

Mon–Thur, 9:00 am–4:00 pm
Fri, 9:00 am–12:00 pm

Specialties

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 West Chester Township-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

Joshua S. Haire, CFP®

Senior Vice President,
Financial Advisor

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Bridget E. Mitchell, RP®, CFP®

Senior Financial Advisor

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News & Resources

Announcements

3 weeks ago

The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022

The CCF Also Announces 2023...

Resources

3 weeks ago

Charting a Course for 2023

In this edition of Investment Strategy, Sam Kirby of...

Announcements

4 months ago

CAPTRUST Named on NAPA Women Advisors List

Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...

Resources

4 months ago

Fed Plowing Ahead, in the Dark

The third quarter of 2022 saw rising inflation and recession...

View All News and Resources

Contact Us

How can we help?

West Chester Township, OH

9078 Union Centre Blvd

#102

West Chester Township, OH 45069

Phone 513.273.0350

Map | Directions