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Raleigh Wealth Management Team Joins CAPTRUST

In a significant move poised to enhance financial advisory services, a wealth management team based in Raleigh, North Carolina, has officially joined CAPTRUST Financial Advisors. This team, led by Clark Abbott and Robert Hartinger, previously operated under the RHA Wealth banner and has earned a reputation for their commitment to building long-term relationships with a diverse clientele, including business owners, affluent families, and individuals approaching retirement.

With over 190 clients and assets exceeding $300 million, Abbott and Hartinger have developed a holistic financial planning model focused on personalized service. The recent transition to CAPTRUST's headquarters signifies not just a change in branding, but also an expansion of the resources and expertise available to their clients. The decision to merge with CAPTRUST was rooted in the team's desire to enhance the quality of service they provide, ensuring they remain well-equipped to meet their clients' evolving needs.

Clark Abbott emphasizes the importance of partnering with an organization that aligns with their client-centric philosophy. He stated, "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. 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."

In addition to Abbott and Hartinger, the team will bring three colleagues into their new role at CAPTRUST, enhancing their collective strength and capabilities. Robert Hartinger highlighted the value of this merger, stating, "Joining CAPTRUST expands what we can offer our clients while preserving the personal relationships that have defined our practice. 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."

Wilson Hoyle, head of CAPTRUST's Advisor Group, praised the team’s achievements and their approach to client service, stating, "Clark and Robert have built an impressive business by earning the trust of their clients. They bring the kind of client-first mindset and entrepreneurial approach we value at CAPTRUST, and we see tremendous opportunity for the team as part of our firm."

CAPTRUST has established itself as a prominent financial advisory firm with a commitment to independence and client-first principles. With over 2,000 employees nationwide and a strong presence in North Carolina, the firm specializes in a wide range of financial services, including holistic financial planning, wealth management, and investment management services for both individuals and institutional clients. In addition to individual wealth management, CAPTRUST also provides services such as fiduciary support, plan design, fee benchmarking, and financial wellness programs.

The integration of this Raleigh-based team is consistent with CAPTRUST's strategic vision of expanding its offerings while maintaining a strong focus on personalized financial solutions. This merger not only enhances the firm’s service capabilities but also reinforces the importance of maintaining long-standing relationships with clients.

Overall, the collaboration between CAPTRUST and the Raleigh wealth management team marks a significant step forward in delivering enhanced financial advisory services, ensuring that clients receive top-tier expertise combined with a personal touch. With this evolution, clients can expect an even greater suite of services tailored to their unique financial journeys.