CAPTRUST at Work
A financial wellness program offering objective, fiduciary advice and education.
What is CAPTRUST at Work?
is a financial wellness and advice program designed to provide you with objective, fiduciary financial advice and education. Their experienced financial professionals can help you create a personalized financial roadmap to support your long-term goals. CAPTRUST will not sell any products, and this is a free service to employees.
Here are some ways CAPTRUST can help you:
- Financial Planning – Budgeting, debt management, and planning for major life events
- Retirement Planning – Support with enrollment, investment choices, and Roth vs. pretax contributions
- Investment Strategies – Optimizing allocations, managing loans, and aligning savings with long-term goals
CAPTRUST Services
As part of your benefits package, you have complimentary access to the following services:
- Watch recorded presentations, use financial calculators, and schedule appointments for personalized services on the聽
- Expand your financial knowledge with webinars, articles, videos, and tailored educational campaigns
- Develop a comprehensive financial plan with CAPTRUST鈥檚 cutting-edge technology tools
- Meet one-on-one with a financial counselor to discuss your unique financial situation and get personalized advice
Schedule an Appointment
The easiest way to schedule an appointment is online at or by calling 800.967.9948.