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- CAPTRUST Phoenix
CAPTRUST Phoenix
CAPTRUST's Phoenix based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Vision
Our vision is to be the most valued and impactful company in the history of the independent financial advisory industry.
Mission
Our mission is to enrich the lives of our clients, colleagues, and communities through sound financial advice, integrity, and a commitment to service beyond expectation.
Additional Culture Details
CAPTRUST has a culture that fosters career growth through continuous learning, internal promotions, and a strong mentoring culture. The company believes in belonging and creating a culture where every person feels respected and empowered. The work environment is collaborative, supportive, and encourages teamwork and professional growth.
Values
- CORE Values
- CAPTRUST's core values capture our collective heartbeat and direct how we serve our clients, relate to our colleagues, interact with our vendors and partners, and address our communities. With a focus on serving others, you can feel confident that we have your best interests at heart.