CAPTRUST Financial Advisors

Offit Capital is a financial services firm based in Greenwich, CT, specializing in investment management for wealthy families, endowments, and foundations. With a dynamic tax-aware core fixed income approach, they offer a range of investment services tailored to their clients' needs. Committed to safeguarding client information, Offit Capital collects and handles personally identifiable financial information with utmost confidentiality and security. They adhere to strict privacy policies and only disclose information as permitted by law, ensuring compliance with industry standards.Generated from the website

Alex. Brown, a division of Raymond James, boasts a legacy of sophisticated wealth management and client service rooted in nearly 200 years of history, dating back to its founding as the first investment bank in the United States in 1800. Through a powerful partnership with Raymond James, the firm continues to cater to the unique needs of successful individuals and families, enhancing their investment strategies and financial planning capabilities. With a focus on delivering personalized service and insights, Alex. Brown has broadened its capabilities over the years to support a distinctive clientele. Their commitment to excellence is underscored by access to a wealth of resources and knowledge derived from years of experience in the financial industry. Generated from the website

Welcome to Merrill Lynch in GREENWICH, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.