CAPTRUST

Financial consultant in Foxborough, MA (show on map)

Comprehensive wealth planning and investment advice, tailored to your unique needs and goals.

About

CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations and serves individuals, families, and business owners with comprehensive wealth management and investment support, helping clients navigate complex financial decisions with clarity, experience, and trust.

Comprehensive wealth planning and investment advice tailored to unique needs

Co-fiduciary services for retirement plan sponsors

Specialized fiduciary and risk management services for nonprofits

Services

Individual Investors

Wealth planning and portfolio management for high-net-worth individuals.

Personalized investment advice Tax planning strategies Family governance and philanthropic strategies

Retirement Plan Sponsors

Investment advisory and co-fiduciary services for corporations, educational institutions, healthcare organizations, nonprofits, and government entities.

Co-fiduciary oversight Compliance with ERISA and other regulations Customized retirement solutions

Endowment & Foundation Leaders

Investment, fiduciary, and risk management services for nonprofit organizations.

Strategic investment management Risk assessment and mitigation Governance support

Credentials & Certifications

Vice President | Financial Advisor

Frequently Asked Questions

What services does CAPTRUST offer for individuals and families? +

CAPTRUST provides comprehensive wealth planning and portfolio management, family governance and philanthropic strategies, and tailored investment advice for high-net-worth individuals, business owners, and families with complex needs.

How does CAPTRUST support retirement plan sponsors? +

CAPTRUST offers investment advisory and co-fiduciary services that help retirement plan sponsors deliver more effective total retirement solutions, including compliance with ERISA and customized retirement strategies for corporations, educational institutions, healthcare organizations, nonprofits, and government entities.

What is CAPTRUST's approach to serving endowments and foundations? +

CAPTRUST provides investment, fiduciary, and risk management services for nonprofit organizations, focusing on strategic investment management, risk assessment and mitigation, and governance support tailored to the mission and financial goals of endowments and foundations.