Financial Advisors
Raleigh, NC
Captrust is a financial advisory firm serving Raleigh and the surrounding region with comprehensive wealth management, investment management, retirement planning, and personalized financial strategy services. The firm works with individuals and businesses to build customized financial plans aligned with their long-term goals. With a focus on fiduciary principles and client-centered advisory, Captrust helps clients navigate complex financial decisions and grow their wealth.
Ideal for: Individuals seeking comprehensive wealth management, business owners planning for retirement, families developing long-term financial strategies
Service area: Raleigh, North Carolina and surrounding areas
Fiduciary Standard: Captrust operates under a fiduciary standard, meaning advisors are legally obligated to act in clients' best interests rather than recommending products that benefit the firm.
Comprehensive Planning: The firm provides integrated financial planning that addresses investments, retirement, tax strategy, and estate considerations as part of a coordinated approach.
Address: 4208 Six Forks Rd #1700, Raleigh, NC 27609
Phone: (919) 870-6822
Website: captrust.com
Looking for more options?
See more Financial Advisors in Raleigh →