Jason B.

Managing wealth and investments is what we do – how we do it is what sets us apart. At CapTrust, we’re passionate about helping you live your best financial life. We take the human approach, which starts with a long look at your personal values and desires. Once we know your aspirations, our investment planners craft a roadmap for growth that aligns with who you are and what you want. CapTrust Wealth Advisors (CapTrust) is a Registered Investment Advisor (“RIA”) located in the State of Michigan providing investment advisory services and related services for clients nationally. CapTrust will maintain all applicable registrations and licenses as required by the various states in which CapTrust conducts business. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Information provided on this site is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CapTrust’s advisory persons after entering into an advisory agreement and providing CapTrust with all requested background and account information.