CAPTRUST
5.0 stars · 1 review · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Equity Compensation
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
Pricing
- Fee only Advice
Reviews
Matthew
5 stars
2026-07-14T20:15:53.066511+00:00
Captrust provides a great service with a high touch feel. They have gone above and beyond me and my family's expectations.