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Chambers Review

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Wealth Managers - Alabama

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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 has a high level of sophisticated clientele.