7 days ago
Returning to Normal (After a Year of Anything But)
If 2021 could be summarized in one word, it would...
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1209 Culbreth Dr
#100
Wilmington,
NC
28405
Phone: 910.256.8882
Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 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 Wilmington-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our skilled advisors provide clients with the knowledge, experience, and judgment they need to make effective financial decisions.
Buck Beam
Senior Vice President,
Financial Advisor
Vinton E. Fountain, III
Principal,
Financial Advisor
Brice Gibson
Vice President,
Financial Advisor
Christopher M. Riley, CFP®
Senior Vice President,
Financial Advisor
Robert F. Warwick, CPA
Financial Advisor
News & Resources
Resources
Wealth Management
3 months ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Resources
3 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
Wealth Management
4 months ago
September Tax Proposals
This two-minute read breaks down the Biden Administration’s mid-September announcement...
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