The things we do at CapTrust may be familiar to you. How we go about providing them, however, is where you’ll discover a significant difference. We seek to understand first, and offer you a custom investment plan only after we are clear on your objectives. Our services include the following.

You’ve worked hard your whole life to get to this place. Now it’s time to put together a custom plan that is designed to give you the best opportunity to achieve your dreams and goals. Once the carefully crafted plan is designed, we’ll wrap around a custom team to monitor and manage the plan with you.

  • Comprehensive financial inventory
  • Investment planning and ongoing review to ensure match with long-term objectives
  • Philanthropy and Giving Strategies
  • Retirement planning
  • Social Security considerations
  • Tax and Legal review
  • Insurance review and planning
  • Preparing heirs – readying the next generation
  • Coordinate and facilitate virtual team of your professional advisors