Captrust of Boston

Captrust is a financial planner in Boston, MA. They provide comprehensive wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to nonprofit endowments and foundations. Their team specializes in areas such as estate planning, portfolio management, and philanthropic strategies. Captrust serves clients across Massachusetts with a strong presence in Boston and maintains a 5.00 rating based on client reviews.

Captrust's advisors are committed to treating their clients like extended family members, focusing on what is best for the clients rather than themselves. Their mission is to enrich the lives of their clients, colleagues, and communities through sound financial advice, integrity, and exceptional service. The team comprises experienced professionals such as Kristina L. Foreman, Michael L. Brown, Louis Crosier, and others who bring a range of expertise in financial planning and portfolio management.

Captrust boasts a well-optimized website that search engines read cleanly, making it easy for clients to find them online. Their thorough and well-documented business information is readily available across various platforms, enhancing their visibility and credibility within the community.

In Boston, Captrust stands out as a trusted partner in wealth management and investment advisory services, offering personalized support to individuals, families, and nonprofit organizations. Their commitment to integrity and client-focused service makes them a valuable resource for those seeking financial guidance in Massachusetts.

Services:

• Co-fiduciary services for retirement plans
• Comprehensive wealth planning and investment advice
• Fiduciary and risk management services for nonprofits
• Investment advisory services
• Wealth management services