Captrust of Minneapolis

Captrust is a financial planner in Minneapolis, MN. They provide comprehensive wealth management and investment advisory services to individuals and families as well as retirement plan sponsors. Their team of experienced advisors offers expertise in areas such as portfolio management, family governance, philanthropic strategies, and fiduciary partnerships for corporate retirement plans. Captrust serves clients across various locations including Minnetonka and St. Paul.

Captrust's Minneapolis-based team includes experts like JoLynn Davis, Daniel Esch, Nina Esch, Chad Griffeth, Bryan Grimm, Joshua T. Hill, Evan Holmes, Jennifer Kennedy Ontko, David O. Koch, Thomas Saunders, Lisa Tobey, and Tiffany L. Walker. Their mission is to enrich the lives of their clients through sound financial advice and a commitment to service beyond expectation. They strive to be the most valued and impactful company in the independent financial advisory industry.

Captrust has a well-optimized website that search engines read cleanly, ensuring that potential clients can easily find them online. The thorough and well-documented business information available online makes it simple for individuals seeking financial planning services to learn more about Captrust's capabilities and team members.

With a strong local presence in Minneapolis and a commitment to providing comprehensive wealth management solutions, Captrust stands out as a trusted partner for both individuals and businesses looking to secure their financial futures.

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