An interconnected world requires a
customized approach to wealth

Our Story

In 1981 our founder, David H Schwartz CFP®, saw the need to establish a wealth management firm grounded in the principles of independence, integrity and unparalleled client service.

Our goal was, and remains to treat every client’s financial affairs as if they were our own.

Learn more about our firm:

Our Philosophy

We Will

We Will Never



CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827