Captrust

Captrust is a financial planner in Greenville, SC. They offer comprehensive wealth planning and investment advice tailored to individual investors, executives, business owners, families with complex needs, and professional athletes. For retirement plan sponsors such as corporations, educational institutions, healthcare organizations, nonprofits, government entities, endowments, and foundations, Captrust provides investment advisory and co-fiduciary services aimed at delivering effective total retirement solutions. Captrust boasts a solid SEO foundation and maintains a complete, detailed business profile, ensuring they are easily discoverable online for those seeking financial planning services in Greenville. With their comprehensive approach to wealth management and strong presence in the community, Captrust stands out as a reliable financial planner in Greenville, SC, catering effectively to a diverse range of clients with tailored solutions.

Services:

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