Wealth Management for Individuals | Financial Services [Video]

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Comprehensive wealth planning and investment advice, tailored to your unique needs and goals.

Our Suite of Services

We help individual investors, business owners/executives, professional athletes, and families manage their financial lives and achieve their unique goals. Our services include financial planning, portfolio management, investment advice, and concierge family office services.

Life’s journey is filled with choices. There are small choices like what’s for breakfast, and there are big choices like when to retire or how to best protect and grow your assets. Whether you’re a professional athlete, an executive, a business owner, [a] retirement plan participant, or just someone trying to make good investment decisions for yourself and your family, CAPTRUST can put you on the path to financial wellness. As a fiduciary and investment advisor to some of the country’s biggest retirement plans, CAPTRUST has the experience and the knowledge to best serve your wealth planning, risk management, and investment challenges. Come grow …

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