CAPTRUST
2375 East Camelback Road, Phoenix, Arizona 85016
About the CAPTRUST
CAPTRUST is a finance institution located at 2375 East Camelback Road in Phoenix, Arizona, United States. Our Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. We also offer investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. Our team is dedicated to working directly with clients in all areas of financial and investment strategy, with a focus on holistic tax, retirement, and estate planning.
Our services include committee education, donor development, OCIO services, performance reporting, and investment management for nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our advisors are ready to assist you.
We support thousands of employer organizations with services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. With a national footprint and years of experience, we provide trusted financial advising services to the Phoenix community.
Stay informed with our team's best practices, market insights, and financial planning strategies through webinars and industry insights. Join us for upcoming webinars on topics such as fiduciary liability, industry insights for hospitals, healthcare systems, and law firms, and how nonprofits can navigate volatility.
At CAPTRUST, we are dedicated to helping our clients achieve their financial goals and always put their needs first. Contact us today to learn more about how we can support your financial success.
Photos of CAPTRUST
2375 E Camelback Rd # 700, Phoenix, AZ 85016, United States
Opening hours of CAPTRUST
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 13:00
Saturday:
Closed
Sunday:
Closed
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