Captrust

Captrust is a financial planner in Raleigh, NC. They offer comprehensive wealth planning and investment advice tailored to individual investors, executives, families with complex needs, professional athletes, retirement plan sponsors such as corporations, educational institutions, healthcare organizations, nonprofits, government entities, and endowment and foundation leaders. With a rating of 4.20, Captrust specializes in providing financial advisory services that are customized to meet the unique needs and goals of their diverse clientele. Captrust has established a solid SEO foundation, which helps them maintain strong online visibility among potential clients searching for financial planning services in Raleigh. Additionally, their business profile is complete and detailed, offering comprehensive information about their services and areas of expertise. In Raleigh's competitive financial advisory landscape, Captrust stands out with its thorough approach to wealth management, making it a trusted choice for individuals and organizations seeking customized investment advice and solutions tailored to their specific needs.

Services:

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