Captrust of Charlotte

Captrust of Charlotte is a financial planner in Charlotte, NC. The firm provides wealth management services to high-net-worth individuals, business owners, and families, alongside investment advisory services for fiduciaries of corporate retirement plans, endowments, and foundations of nonprofits. Their expertise includes wealth planning, portfolio management, family governance, philanthropic strategies, and plan design optimization.

The firm operates with a mission to enrich the lives of clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service. Their professional team includes subject matter experts serving as financial advisors, leadership, and relationship managers. CAPTRUST provides specialized support to retirement plan sponsors through 3(21), 3(38), and OCIO services, as well as financial wellness programs. For nonprofit clients, they offer committee education, donor development, and performance reporting.

Located on Carnegie Boulevard, the office is situated near Symphony Park and a short distance from SouthPark Mall.

Captrust of Charlotte is recognized for providing thorough and well-documented business information to those seeking financial guidance. The firm maintains a reputation for accountability and integrity in its role as a trusted advisor.

Captrust of Charlotte provides dedicated wealth management and investment advisory services to the families and organizations of Charlotte.

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