CapTrust Wealth Advisors

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CapTrust Wealth Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Holland, MI, US

Alternative Asset Classes

PEVCRE

About

CapTrust Wealth Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include investment management, financial planning, estate planning, tax planning, business transaction & succession, asset protection, asset allocation strategies, legacy planning and retirement plan advisory services. The firm offers advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, business entities and pension and profit-sharing plans.

CapTrust Wealth Advisors - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Wealth AdvisorHolland, USGEN
Partner & Wealth AdvisorHolland, USGEN

Showing 2 of 2 known decision makers CapTrust Wealth Advisors

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