Captrust

Captrust is a financial planner in Charlotte, NC. They offer comprehensive wealth planning and investment advice tailored to individual investors, executives, families with complex needs, professional athletes, retirement plan sponsors including corporations and nonprofits, and endowment and foundation leaders. Their services include wealth management for individuals and investment advisory services for corporate retirement plans and nonprofit organizations. Captrust holds a rating of 4.50. Captrust boasts a solid SEO foundation and maintains a complete, detailed business profile, making it easy for potential clients to find and learn about their extensive range of financial planning and advisory services. In Charlotte, Captrust stands out as a comprehensive financial planner with a robust online presence, ensuring that diverse clientele from individuals to large organizations can access the specialized wealth management solutions they need.

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