CAPTRUST

CAPTRUST, located at 7812 Mc Ewen Road in Dayton, Ohio, is a finance institution that offers comprehensive wealth management services to high-net-worth individuals, business owners, and families. Their advisors are available Monday through Thursday from 8:30 am to 5:30 pm and on Fridays from 8:30 am to 4:00 pm.

Whether you need assistance with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, CAPTRUST's advisors are ready to help. They support thousands of employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs.

With a legacy of providing Ohio residents with objective advisory services, CAPTRUST's advisors in Dayton are well-equipped with industry knowledge to guide clients towards financial success. Their values-based approach ensures that client goals are a top priority.

From best practices and market insights to financial planning strategies, CAPTRUST's team shares must-know information for every client type. They also offer webinars on various topics such as fiduciary liability, retirement readiness, and industry insights for sectors like hospitals, healthcare systems, and law firms.

If you're looking to start your financial journey with CAPTRUST in Dayton, Ohio, visit their office to get started.