You Hold the Grandkids, We'll Hold the Fort
Managing wealth and investments is what we do – how we do it is what sets us apart. At CapTrust, we’re passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our world-class investment planners craft a roadmap for growth that aligns with who you are and what you want.
We do this here in West Michigan because we share the values of our community — hard work, humility, commitment, pragmatism and service to others. We want to make a difference in the lives of West Michiganders by helping them build, cultivate and shape their legacies.
- Stewardship
- Craftsmanship
- Faithfulness
- Relationships
- Gratitude
- Humility
- Joy
Our people make all the difference.
CapTrust in the Community
You’ll find service is deeply ingrained in our DNA. Not just service to our clients, but to our broader community.
From volunteering for our individual passions to helping through our faith communities, we find serving a higher calling provides a purpose to our serving.
