Individuals needing comprehensive wealth planning, risk management, and investment services tailored to their risk profile and goals.Learn More
Professional athletes seeking a comprehensive approach to their finances that addresses both their current and post-playing-career needs and concerns.Learn More
Executives & Business Owners
Successful executives and business owners who need help managing their complex financial lives among the competing demands on their time.Learn More
Families with Complex Needs
Many families have considerations and require coordination that go beyond the scope of services that most wealth management firms can deliver.Learn More
Grow with CAPTRUST.
Grow with advisors you trust.
I. Funding Life Goals
From retirement planning to education funding, eldercare considerations, and legacy planning.
CAPTRUST financial advisors work with their clients to understand their most urgent concerns and create custom financial strategies to set them on the right path.
II. Investment Management
A financial plan is only as good as the investment engine that powers it.
CAPTRUST builds, manages, and monitors investment portfolios for clients that are tailored to their personal risk tolerances and designed to help them achieve their financial and life goals.
III. Risk Management
Protecting against unforeseen events is a critical part of a well-crafted plan.
CAPTRUST helps clients identify the many risks they face, stress test their financial plans, and implement strategies to manage risks to their lives, goals, and plans.