CapTrust Wealth Advisors Information

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In a confusing world saturated with information and conflicting advice, we are here to help guide you to a better and more secure financial future. With 27 years of experience increasing the confidence in the lives of our clients to face an uncertain world, we would welcome the opportunity to serve you. Contact us to further explore wealth planning and investment strategies to advance the life you want to live and to attain the confidence you deserve. CapTrust Financial Advisors (CapTrust) is a Registered Investment Advisor (“RIA”) located in the State of Michigan. CapTrust provides investment advisory services and related services for clients nationally. CapTrust will maintain all applicable registrations and licenses as required by the various states in which CapTrust conducts business. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Website	https://ctwealth.com/
Revenue	$5 million
Employees	24 (0 on RocketReach)
Founded	1997
Address	85 E 8th St, Holland, Michigan 49423, US
Phone	+1 616-392-5332
Technologies	JavaScript , HTML , PHP +17 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Investment Management, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investment Consulting, Portfolio Management, Tax Planning, Insurance Planning, Financial Consulting, Risk Management, Financial Security, Long-Term Financial Planning, Comprehensive Financial Planning
Competitors	Commencement Financial Planning LLC, Pillar Wealth Management, Stockade Wealth Management, Hudson Valley Wealth Management Inc, Constant Guidance Financial, Reynolds Wealth Management (view competitors)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies