Financial Advisors
Charlotte, NC
Captrust is a financial advisory firm serving Charlotte and the surrounding region with comprehensive wealth management, investment advisory, and financial planning services. They help clients across various life stages and financial situations develop personalized strategies aligned with their goals. With a focus on fiduciary-standard service, Captrust combines professional expertise with client-centered guidance.
Ideal for: Investors seeking professional guidance, families planning long-term wealth management, individuals transitioning into retirement
Service area: Charlotte, NC and surrounding areas
Fiduciary Standard Service: Operates under a fiduciary duty to act in clients' best interests, not commission-based conflicts.
Comprehensive Wealth Management: Offers integrated investment advisory, financial planning, and personalized wealth strategies for clients at various financial stages.
Address: 5605 Carnegie Blvd # 400, Charlotte, NC 28209
Phone: (704) 643-2455
Website: captrust.com
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