WealthView Financial Planning
With this three-minute video, you’ll get a quick take on how CAPTRUST’s powerful planning tool, WealthView, can make getting financially organized simple and straightforward. Senior Wealth Planning Specialist Phil D’Unger breaks down the ways this dynamic tool helps our clients consolidate and visualize their financial life in one place.
Legal Notice
This document is intended to be informational only. CAPTRUST does not render legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
© 2023 CAPTRUST Financial Advisors
