Your Partners
In Prosperity
Your CapTrust team of professionals has acquired vast knowledge and expertise, as evidenced by numerous professional credentials and advanced degrees, to ensure our skills match every aspect of your wealth planning and investment needs
Investment Management
(CIMA®)
Financial Planning
(CFP®)
Business Exit Planning
(CEPA®)
Private Wealth
(CPWA®)
Masters of Business Administration
(MBA)
Certified Senior Advisor
(CSA®)
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “CPWA,” and “Certified Investment Management Analyst” and “Certified Private Wealth Advisor.” Use of CIMA, CPWA and/or Certified Investment Management Analyst and/or Certified Private Wealth Advisor” signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.
Lets Talk
Acquiring wealth, growing it and using it — there’s a lot to discuss, and a lot of options to consider.
