Wealth Managers - Alabama
What the team is known for
CAPTRUST further expanded its presence in Alabama with the acquisition of Welch Hornsby. It provides wealth management and investment services to high net worth individuals and families, as well as entrepreneurs and business owners. The team advises on estate and charitable plans, business succession planning, investment portfolios and insurance planning.
Strengths
"CAPTRUST do a great financial and investment advisory service for clients."
"I think their financial planners are excellent. They have a very strong reputation and I wouldn't hesitate to refer clients to them."
