Captrust

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24 E Cota St Ste 200
Santa Barbara, CA 93101
+1 (800) 216-0645
https://www.captrust.com

CAPTRUST is a prominent financial advisory firm that specializes in comprehensive wealth planning and investment management tailored to meet the unique needs of individual investors, families, and various organizations, including nonprofit entities, educational institutions, and corporations. With over 30 years of experience, the firm is dedicated to delivering fiduciary advice and risk management services, ensuring clients receive financial guidance that prioritizes their best interests.

As a majority employee-owned company, CAPTRUST boasts a nationwide presence and a diverse team of advisors, including many former CEOs, who collaborate to provide personalized investment solutions. The firm is recognized for its expertise in helping clients navigate complex financial challenges, guiding them toward financial wellness and effective asset management.

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United States›California›Santa Barbara›Captrust