Nestled along the Thornapple River in the heart of west Michigan, Ada embodies natural tranquility and accessible sophistication. This distinguished community, with its tree-lined streets and historic covered bridge, offers a serene setting where families thrive and businesses flourish. It’s truly a place where your financial success and legacy can grow as gracefully as the surroundings.
Your Values, Your Vision
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. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.
Wealth
Planning
We believe wealth should serve your life, not the other way around. Our planning process looks beyond the surface to bring clarity to complex decisions, helping you balance today’s needs with tomorrow’s possibilities. By taking time to understand what matters most, we create strategies that evolve with you so your resources are always working in support of your goals, your family, and your future.
Investment Management
Investing wisely begins with purpose and discipline. Our approach emphasizes thoughtful strategy over short-term reaction, blending deep market insight with access to a wide range of opportunities. Whether building, preserving, or transferring wealth, we help you navigate complexity with confidence, ensuring your investments remain aligned with your broader vision for life and legacy.
Life Guidance & Legacy Planning
Your wealth tells only part of your story. Just as important are the values you hold, the relationships you nurture, and the impact you hope to leave behind. We walk alongside you and your family to clarify priorities, encourage meaningful conversations, and prepare future generations for the opportunities and responsibilities of wealth. Your legacy should reflect what you have built, who you are, and what you value.
Let’s Talk
Acquiring, growing, and using wealth — there’s much to discuss and many options to consider.
