For Individuals

Life Planning & Legacy Guidance

Wealth Planning Designed Around Your Life and Family Vision

At CapTrust Wealth Advisors, we work with families to tend their deeper inheritance – not their wealth alone. Through coaching and guidance, we help your posterity preserve your legacy while strengthening family values and relationships.

Financial Planning for Every Life Stage

Real financial confidence comes from a plan built for your goals, whether that’s early retirement, world travel, or leaving a legacy. We look at your income, spending, debts, and risk comfort level to create a plan for your life now and in the future.

Lifelong Investment Management

Your investments should match your goals and timeline. As independent advisors, we focus on spreading risk, keeping costs low, managing taxes, and adjusting your portfolio as needed to grow and protect your wealth.

Legacy Guidance, Starting with Purpose

  • Discover your core values and how they shape your financial decisions
  • Align your wealth with your life purpose and family vision
  • Create a personalized financial legacy strategy that reflects your priorities
  • Develop end-of-life planning that honors your values and supports your family

Legacy financial planning starts with exploring what defines your personal financial goals and life mission. What have you hoped that wealth would help your family achieve? What matters most to you?

Family Vision and Clarity

  • Organize productive conversations about family values and financial goals
  • Create clear succession planning strategies that reduce future conflicts
  • Build family governance structures that support decision-making across generations
  • Develop inheritance planning that prepares heirs with shared understanding

Our family legacy planning facilitates structured meetings that help your family unify around shared goals and prepare for a cooperative, purposeful, and constructive wealth transfer.

Multi-Generational Perspective

  • Coordinate with your attorneys and CPAs on comprehensive trust and estate planning
  • Implement estate planning services that minimize taxes and maximize family benefit
  • Create philanthropic planning strategies that align giving with your values
  • Establish donor-advised funds and charitable giving programs for lasting impact

Our multi-generational wealth transfer approach educates and engages future generations to become responsible stewards of your legacy – inheriting purpose, not just wealth.

Why Choose CapTrust for Life Planning & Legacy Guidance?

With decades of experience serving families across generations, we bring both familial insight and sophisticated wealth preservation strategies to your legacy planning.

Fiduciary Advice

Committed to your family's interests first

Collaborative Approach

Unifying financial planning with family values

Experienced Team

We get multi-generational planning complexities

Long-term Vision

Adaptive to your family's changing needs

Let’s Build Your
Legacy Together

Legacy is about ensuring your values live on through future generations. Whether you’re just beginning to think about your legacy or ready to implement a comprehensive plan, we’re here to guide you through every step of the process.

Reach out to start building a legacy plan that reflects your values and supports your family’s future.

Take The First Step