Planning + Guidance
Connecting Your Wealth
To Your Purpose
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.
Who We Serve
At CapTrust, we partner with accomplished individuals, families, and business owners who are seeking more than financial management; they want guidance that reflects what truly matters in life. Whether you are navigating the complexities of significant wealth, preparing for retirement, or planning the transition of a business or legacy, our work begins with understanding your priorities, values, and vision for the future. We listen first, then design strategies that align your resources with the people, passions, and purpose most important to you. Our goal is to help you not only reach financial success, but also experience peace of mind and a life well lived.
Individual Investors
Executives
Business Owners
Families With Complex Financial Needs
Individuals Entering Into Retirement
Services
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 both the opportunities and responsibilities of wealth. Our goal is to help your legacy reflect not only what you have built, but who you are and what you value.
Your Purpose and Life Interests +
Our Strategic Planning =
Powerful Results
"It is a privilege to work with inspiring clients seeking to live well, with intentionality driving their decisions. The partnership CapTrust enjoys with each client brings life to my job every day, as I work alongside thoughtful, dedicated professionals who truly seek each client’s best and value every relationship."
Rhonda G. Carter, IACCP®
Client Service Guide | CCO & Partner
Lets Talk
Acquiring, growing, and using wealth — there’s much to discuss and many options to consider.
