For personalized advice on retirement planning, budgeting, or managing debt, Wake Forest faculty and staff are encouraged to meet with CAPTRUST, the University’s independent fiduciary advisor. As the fiduciary, CAPTRUST’s focus is entirely on providing unbiased guidance that puts your best interests first. Whether you have questions about your investment strategy or college savings, their financial experts are available to help you optimize your benefits.

Consultations can be held virtually or in person:

• Virtual Option: To schedule a virtual appointment with a CAPTRUST Financial Advisor, call 800.967.9948 or visit CAPTRUST at Work.
• In-person Option: You can schedule an in-person appointment with CAPTRUST’s Senior Financial Advisor, Matt Leggett. Matt is also available for virtual appointments.