CAPTRUST and Cleveland Clinic Unveil Innovative Wellness Initiative for Clients

CAPTRUST Partners with Cleveland Clinic for Comprehensive Wellness Program

In a groundbreaking collaboration, CAPTRUST Financial Advisors and Cleveland Clinic have introduced the CAPTRUST Wellness Advantage, a program designed to align clients' financial and health management. This innovative initiative, launched on October 7, 2025, targets the integration of wellness into financial planning, recognizing that health is a critical component of overall wealth.

Eddie Welch, managing director and head of wealth management at CAPTRUST, emphasized the program’s philosophy, stating, "Wealth without health is incomplete." He explained that while the firm aims to assist clients in accumulating wealth, they understand that health significantly impacts quality of life, especially in retirement years. The Wellness Advantage program allows advisors to extend their services beyond traditional financial guidance, providing access to healthcare resources from Cleveland Clinic.

The program features executive health physicals—thorough, same-day assessments conducted by top physicians at Cleveland Clinic's premier facilities in Cleveland, Ohio, and Weston, Florida. During these comprehensive exams, clients undergo various evaluations, including cardiac and vision tests, advanced imaging scans, and consultations on nutrition and fitness. The process also incorporates stress management strategies and gender-specific screenings to ensure a holistic health evaluation.

According to Dr. Raul J. Seballos, Enterprise Director in the Center for Executive Health Medicine at Cleveland Clinic, participants leave the assessment with a detailed understanding of their health status and actionable steps to mitigate potential risks. In just under two days, clients receive insights to foster their long-term vitality.

Alongside direct healthcare services, clients accessing the Wellness Advantage will benefit from curated content available via the Cleveland Clinic website. This resource provides in-depth clinical reviews to assist with complex medical diagnoses and treatment plans, enabling clients to make informed healthcare decisions.

About Cleveland Clinic

Cleveland Clinic stands as a leading nonprofit multispecialty academic medical center, blending clinical care with research and education. Founded in 1921, the institution has been at the forefront of numerous medical advancements, including pioneering coronary artery bypass surgery and performing the first face transplant in the United States. Boasting a staff of over 82,600 employees, including more than 5,700 physicians and researchers, Cleveland Clinic is recognized worldwide for its clinical expertise. With facilities spanning across various locations, including Abu Dhabi, UAE, and London, England, the health system records millions of outpatient encounters annually, servicing patients from all over the globe.

About CAPTRUST

CAPTRUST is dedicated to offering independent financial guidance and investment management tailored to individuals, endowments, non-profits, and retirement plans. The firm specializes in holistic financial planning, emphasizing concierge services for ultra-high-net-worth clients. CAPTRUST also supports institutions with a range of services, including outsourced chief investment office (OCIO) services and fiduciary support to ensure efficient financial wellness programs.

While CAPTRUST facilitates access to Cleveland Clinic’s extensive healthcare options, it clarifies its role: CAPTRUST is not a medical provider and does not offer health care or treatment services. All medical assistance arises exclusively through Cleveland Clinic and its certified professionals. Clients engage with these services voluntarily through referrals from CAPTRUST, which accepts no liability for any medical advice or treatments clients may encounter during this initiative.

For more information about the Wellness Advantage program and to learn how it can enhance both your health and wealth, visit the CAPTRUST and Cleveland Clinic websites for additional resources.