Crescent Capital Consulting

CAPTRUST, operating locally as CAPTRUST New Orleans Financial Advisors and referenced by Crescent Capital Consulting, is a prominent financial advisory firm based in New Orleans, Louisiana. While this directory focuses on mortgage lenders, CAPTRUST specializes exclusively in comprehensive wealth management services for individuals and families.

The firm's core offerings include detailed wealth planning, professional portfolio management, and specialized assistance with family governance and philanthropic strategies. Their team of experienced financial advisors is dedicated to providing objective, expert guidance to help clients manage complex accounts and achieve their financial goals, upholding a strong ethical code.

CAPTRUST distinguishes itself through its deep local community engagement, with team members actively involved as volunteers and board members in various nonprofits. Their commitment extends to sharing valuable market insights and financial planning strategies through resources like articles, podcasts, and webinars, demonstrating a holistic approach to client education and financial well-being.