An interconnected world requires a
customized approach to wealth

We Will Never

Surprise You

All planning and investments are done collaborately with our clients.


We inform our clients of the reasonable expected outcome of our recommendations.

“Sell You”

We do not sell product. We provide objective recommendations, taking into account your individual needs.

Pander To You

We will never tell you what you want to hear unless it is what you need to hear.

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