What We Do

At CapTrust, we offer comprehensive solutions with a customer-centric focus.  Through our affiliation with McDonald Partners, LLC we provide both full-service brokerage and investment advisory solutions. 

From business planning to personal financial planning and investment strategies, our approach and resources allow us to create a customized plan based on your financial goals. We have the advantage of utilizing a vast suite of investment products, while also benefiting from RBC Correspondent Service technology and support, a clearing firm since 1979. 

We house a certified financial planning department, retirement specialists and a managed assets team-all dedicated to providing the most current, innovative products and advice available.

Through our personal counsel, service and guidance combined with a wide array of products and services, we are able to design a tailor-made program to suit your needs.

Contact Us Today for more information!