CAPTRUST is a nationally recognized financial advisory firm specializing in wealth management, investment advisory, and retirement plan services. Serving institutional investors, corporations, nonprofits, and high-net-worth individuals, CAPTRUST brings a personalized, fiduciary-driven approach to financial planning. With a team of seasoned advisors in its New York City office, the firm provides holistic financial strategies designed to support client goals through every life and market stage.

Notably independent and employee-owned, CAPTRUST maintains objectivity in its recommendations, free from the influence of proprietary products. In the financial services sector, it stands out for its emphasis on transparency, client education, and long-term relationship building. The firm is heavily engaged in community support through the CAPTRUST Community Foundation, which directs philanthropic efforts toward organizations that assist children in need.

CAPTRUST’s deep experience working with corporate retirement plans and endowments allows it to offer insights that go beyond traditional wealth management services. Its presence in New York enhances access to industry-leading financial professionals backed by national research capabilities.

Website: https://www.captrust.com/locations/new-york/new-york-ny/?utm_source=gmb&utm_medium=organic

Key Services:

– Comprehensive financial planning for individuals and families
– Investment advisory services
– Retirement plan consulting for institutions and employers
– Wealth management for high-net-worth individuals
– Fiduciary advisory services
– Endowment and foundation investment consulting
– Tax-aware portfolio strategies
– Education planning and cash flow management
– Risk assessment and insurance planning
– Estate and legacy planning