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What We Do

We help our clients plan and manage their financial lives so they can focus on the non-financial aspects of their lives that are most important to them.

Wealth Management

Individual Investors and Families
Wealth planning, risk management, and investment services. 

Executives and Business Owners
Corporate benefits planning, risk management, and investment services.

Professional Athletes
Cash management, risk management, and post-career planning for the unique needs of professional athletes.

Retirement Plan Participants
Wealth management services for participants in CAPTRUST-advised retirement plans.

Announcements

Upcoming Webinar! easy, breezy, RFPeasy

Sit back, relax, and join us for our webinar on conducting a foolproof retirement plan advisor RFP. You’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing over 1,700 RFPs.

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