Enriching Lives.
From Conversation to Collaboration to Results
Looking for a partner to help you navigate the nuanced complexities of managing your wealth? Wondering how to be meaningfully engaged in the process without the requirement of doing it all yourself? Our experienced wealth advisors and Certified Financial Planners guide you through a personalized financial plan designed to align with your life’s highest priorities and long-term goals.
What We Offer
Personalized wealth management and investment strategies with access to private market and alternative investments.
For Individuals
At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others.
For Institutions
At CapTrust, we understand that institutional capital exists to serve a higher purpose. That’s why we begin with a conversation about your mission, values, and long-term vision. Whether you’re guiding a non-profit endowment, foundation, or a corporate balance sheet, we partner with you to design thoughtful, mission-driven portfolio strategies that align with your purpose and amplify your impact—today and well into the future.
Let’s Talk
Every great partnership begins with a conversation. Let’s explore how we can help you grow, preserve, and pass on your wealth with clarity and confidence.
