Many in the current generation of retirees do not have the financial security afforded by long term pensions. In the world of 401(k)s and IRAs, you must first generate and then manage your own retirement income. We specialize in retirement planning and will work with you to define and enjoy your retirement.
" Planning is bringing the future into the present. "
Meet the CapTrust Team
Mark joined CapTrust in 1998 after 4 years at Janney Montgomery Scott. From 1986-1992 he served in the Air Force as a weather officer. He earned his B.S. at Rutgers and his M.B.A. in Finance at California State University, Sacramento.
Chuck formed CapTrust Financial Advisors in 1998. He was a stockbroker for Francis I. DuPont in 1966, and worked for several firms including Dean Witter Reynolds in 1979 and Janney Montgomery Scott in 1985. Chuck earned his B.A. from the University of Delaware.
JoAnn is the Operations Manager at CapTrust. She began her career in the investment industry in 1981 and worked at Dean Witter Reynolds and Janney Montgomery Scott prior to joining CapTrust in 1998. JoAnn earned her degree from Brandywine College.
Matt Muench graduated from University of Delaware with a double major in Financial Planning and Economics in 2017. He is currently working towards completing his Certified Financial Planning (CFP) designation.
Alexandra is from NY. She is studying at the Univeristy of Delaware to complete her degree in Financial Planning. She has previous experience in bookkeeping, compliance, audit and money management.
If you are asking these questions and in search of an independent advisory firm to help you achieve financial confidence and security in retirement, we invite you to consider CapTrust.
Our clients are families and individuals who value the personalized attention from an intimate, experienced team while leveraging the investment opportunities only provided by large technology driven financial institutions. The professionals at CapTrust understand how to define and manage your investment portfolio, provide expert financial advice, and monitor activities effecting your accounts and personal security.
The key to successful retirement planning is achieving long term alignment between defined goals and disciplined investment strategies. Our relationship together will start with a retirement forecast that captures and clarifies your needs, opportunities and goals. From there, we will explore the complexities of this simple approach and integrate established financial principles, proprietary software and advanced technology to define the right investment approach for each client. As a fee-based provider, we have no ties to any specific financial institutions, leaving us free to access a full spectrum of investment opportunities for our clients.
Families and individuals looking for an independent financial partner with a cost-conscious and goal-oriented approach should contact CapTrust. Your assets, your future, are worth CapTrust.
330 Kennett Pike, Suite 209
Chadds Ford, PA 19317-8211