CAPTRUST Expands Its Presence with the Addition of Campbell Wealth Management and TruNorth Wealth Partners
In a strategic move that marks a significant expansion, CAPTRUST Financial Advisors has announced the integration of two wealth management firms: Campbell Wealth Management from Alexandria, Virginia, and TruNorth Wealth Partners, based in St. Paul, Minnesota. This initiative is projected to bolster CAPTRUST's capabilities in providing comprehensive financial services to a diverse clientele.
Founded in 2003, Campbell Wealth Management has established itself as a leader in holistic financial planning and retirement strategies. Under the leadership of CEO Kelly Campbell, the firm emphasizes the importance of sustainable wealth management, focusing on building, managing, and preserving client assets. The acquisition means that CAPTRUST gains the talents of 33 professionals from Campbell, along with an impressive $1.4 billion in assets under management. Kelly Campbell expressed enthusiasm about the merger, stating, "We believe that a financial plan is at the core of every client relationship. Joining CAPTRUST was a natural next step for our firm because it also believes in the importance of financial planning. This partnership allows us to offer deeper resources, such as estate planning and extensive tax planning, enhancing our client services significantly."
TruNorth, established in 2005, specializes in a wide array of financial services, including retirement and estate planning, particularly for executives and professionals. Led by CEOs Peter Rekstad and Travis Gleason, TruNorth also collaborates with community organizations and religious entities. The firm’s addition to CAPTRUST brings along 10 new professionals and over $570 million in assets. Peter Rekstad highlighted the firm's motivation for joining CAPTRUST: "Over the years, I've wanted to implement several impactful services for our clients that were impractical due to the size of our firm. Joining CAPTRUST enables us to offer family office services and comprehensive tax planning, similar to the services we aspire to provide."
Rick Shoff, managing director at CAPTRUST, remarked on the complementary nature of both firms, stating, "Campbell is a growth-oriented organization, just like CAPTRUST. TruNorth’s philosophy that 'the more complex the client, the better' aligns with the approaches of our existing teams, particularly in the Minneapolis area. We're anticipating significant achievements from our new team members."
Founded in 1997 as an independent registered investment advisor, CAPTRUST offers a spectrum of investment management, financial planning, estate planning, and tax advisory services. The firm’s commitment to providing exceptional services extends to ultra-high-net-worth individuals, minimizing financial risks and perpetuating client legacies. CAPTRUST serves a wide range of clients, including retirement plan sponsors and various institutional entities. The recent additions of Campbell and TruNorth exemplify CAPTRUST's vision to enhance its resources and support its clients' evolving financial needs.
With a combined wealth management expertise and substantially increased assets, CAPTRUST is well-positioned to deliver enhanced service and support to its growing client base, solidifying its status as a key player in the financial advisory landscape.
Campbell Wealth Management
Founded in 2003, Campbell Wealth Management has established itself as a leader in holistic financial planning and retirement strategies. Under the leadership of CEO Kelly Campbell, the firm emphasizes the importance of sustainable wealth management, focusing on building, managing, and preserving client assets. The acquisition means that CAPTRUST gains the talents of 33 professionals from Campbell, along with an impressive $1.4 billion in assets under management. Kelly Campbell expressed enthusiasm about the merger, stating, "We believe that a financial plan is at the core of every client relationship. Joining CAPTRUST was a natural next step for our firm because it also believes in the importance of financial planning. This partnership allows us to offer deeper resources, such as estate planning and extensive tax planning, enhancing our client services significantly."
TruNorth Wealth Partners
TruNorth, established in 2005, specializes in a wide array of financial services, including retirement and estate planning, particularly for executives and professionals. Led by CEOs Peter Rekstad and Travis Gleason, TruNorth also collaborates with community organizations and religious entities. The firm’s addition to CAPTRUST brings along 10 new professionals and over $570 million in assets. Peter Rekstad highlighted the firm's motivation for joining CAPTRUST: "Over the years, I've wanted to implement several impactful services for our clients that were impractical due to the size of our firm. Joining CAPTRUST enables us to offer family office services and comprehensive tax planning, similar to the services we aspire to provide."
Rick Shoff, managing director at CAPTRUST, remarked on the complementary nature of both firms, stating, "Campbell is a growth-oriented organization, just like CAPTRUST. TruNorth’s philosophy that 'the more complex the client, the better' aligns with the approaches of our existing teams, particularly in the Minneapolis area. We're anticipating significant achievements from our new team members."
About CAPTRUST
Founded in 1997 as an independent registered investment advisor, CAPTRUST offers a spectrum of investment management, financial planning, estate planning, and tax advisory services. The firm’s commitment to providing exceptional services extends to ultra-high-net-worth individuals, minimizing financial risks and perpetuating client legacies. CAPTRUST serves a wide range of clients, including retirement plan sponsors and various institutional entities. The recent additions of Campbell and TruNorth exemplify CAPTRUST's vision to enhance its resources and support its clients' evolving financial needs.
With a combined wealth management expertise and substantially increased assets, CAPTRUST is well-positioned to deliver enhanced service and support to its growing client base, solidifying its status as a key player in the financial advisory landscape.
Topics Financial Services & Investing）
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