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/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Trutina Financial (Trutina). Trutina is based in Bellevue, Washington,...
New York (PRWEB) June 07, 2023 -- New York, June 7, 2023 – NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement
One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA). Based in Minnetonka, Minnesota, QA provides...
Captrust said it has acquired QA Wealth Management, an advisory firm in Minnetonka, Minnesota, that manages $770 million in client assets.