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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)
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.
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.