Raleigh-Based Wealth Management Team Joins CAPTRUST
Previously a part of RHA Wealth, Clark and Robert serve over 190 clients and manage more than
"As we looked toward the future, it was important to find an organization that shared our commitment to clients while giving our team more ways to meet their evolving needs," said Clark. "CAPTRUST stood out for its culture of employee ownership, depth of expertise, and financial-planning first approach. We saw a company that thinks about clients and the future of the business much the same way we do."
"Joining CAPTRUST expands what we can offer our clients while preserving the personal relationships that have defined our practice," said Robert. "We'll have access to broader capabilities and expertise while continuing to provide the highly personalized advice our clients have come to expect from our team."
"Clark and Robert have built an impressive business by earning the trust of their clients and creating a team designed to serve families over the long term," said
Consistent with previous transactions, the team will adopt the CAPTRUST brand. CAPTRUST has over 2,000 employees nationwide, in addition to over 590 employees in
About CAPTRUST
CAPTRUST provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services for those with ultra-high net worth. For institutions, CAPTRUST also offers outsourced chief investment officer (OCIO) services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.
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SOURCE CAPTRUST Financial Advisors
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