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:

• Tax Mitigation Specialist (CPA)
• Investment Management (CIMA®)
• Financial Planning (CFP®)
• Business Exit Planning (CEPA®)

• Private Wealth (CPWA®)
• Masters of Business Administration (MBA)
• Certified Senior Advisor (CSA)

FINANCIAL PLANNING SPECIALIST

Institutional Client Administrator & People Operations | Partner
CLIENT SERVICE GUIDE | CCO & PARTNER

WEALTH ADVISOR | PARTNER

TAX & ESTATE PLAN SPECIALIST

WEALTH ADVISOR | CIO & PARTNER

WEALTH ADVISOR | FOUNDER

CLIENT SERVICE ASSOCIATE
CLIENT SERVICE AND COMPLIANCE ASSOCIATE
OPERATIONS SPECIALIST
SR. PERFORMANCE ANALYST | PARTNER

WEALTH ADVISOR | CFO, COO & PARTNER

WEALTH ADVISOR | DIRECTOR & PARTNER

OPERATIONS SPECIALIST
COORDINATOR OF FIRST & LASTING IMPRESSIONS

FINANCIAL PLANNING SPECIALIST

SENIOR CLIENT SERVICE ASSOCIATE | PARTNER
FINANCIAL PLANNING SPECIALIST
DIRECTOR: IT, FINANCE & FACILITIES | PARTNER

WEALTH ADVISOR | CEO & Partner

CLIENT SERVICE ASSOCIATE
FINANCIAL PLANNING SPECIALIST | PARTNER

Our advisors are looking forward to meeting you and discussing your best future.

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.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

By clicking on this, you are leaving the CapTrust Financial Advisors website. This link will take you to an external website. CapTrust Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

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