CAPTRUST
Why pick this one
They have over 30 years of experience in financial advisory and maintain a 98% client retention rate since 2007.
Best for
- individuals seeking comprehensive wealth management
- retirement plan sponsors needing fiduciary guidance
- nonprofits looking for investment management
Look elsewhere if
- budget-sensitive clients seeking low-cost investment options
- individuals with simple financial needs that do not require extensive planning
Specialties
- wealth planning
- portfolio management
- investment management
- financial wellness programs
- fiduciary partnerships
Certifications
- fiduciary
What makes them different
- 98% client retention average since 2007
- more than 35 former CEOs among their advisors
- pioneered fiduciary advice in the financial industry
- number one on Financial Advisor magazine’s 2025 RIA ranking for the tenth year in a row
- Years in business
- over 30 years
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4201 Congress St Unit 160, Charlotte, NC 28209
- Phone
- 7049270360
- Website
- https://www.captrust.com/locations/north-caroli...
Services
- financial advisory
- wealth management
- retirement planning
- charitable gift planning
- tax consulting