Business Details
Your Trusted Financial Partner in Holland, MI
Cap Trust Financial Advisors is a dedicated team of financial professionals committed to helping individuals and institutions achieve their wealth management goals. Our approach begins with understanding clients' core values, life priorities, and aspirations before crafting personalized financial strategies. With decades of combined experience and advanced credentials including CFP, CIMA, and CPA designations, we provide comprehensive services spanning investment management, estate planning, tax mitigation, and institutional consulting. Our advisors prioritize meaningful relationships over transactions, ensuring every recommendation aligns with clients' unique circumstances. We serve as trusted partners through life's transitions, offering ongoing guidance to adapt strategies as priorities evolve.Our institutional division specializes in creating investment policies that support organizational missions for nonprofits, foundations, and corporate entities. Backed by rigorous professional standards and a commitment to continuous education, we maintain transparency in all client interactions. Our community involvement reflects our belief that financial stewardship extends beyond individual portfolios to broader societal impact. By focusing on clients' long-term objectives rather than short-term market fluctuations, we aim to deliver enduring value that transcends traditional financial metrics.
Services
Wealth Planning
Investment Management
Estate Planning
Tax Planning
Business Transition
Institutional Consulting
Philanthropic Guidance
Portfolio Management
Financial Education
Legacy Planning
Highlights and features
- We begin with values-based conversations to create personalized financial strategies
- Our advisors hold advanced credentials including CFP, CIMA, and CPA designations
- We offer comprehensive services spanning wealth planning, investment management, and institutional consulting
- Our team maintains ongoing education to stay current with evolving financial regulations
- We prioritize long-term relationships over transactional interactions
Associations and certifications
- Certified Financial Planner Board of Standards
- Investments & Wealth Institute
- Certified Senior Advisor
What people say
Personalized approach
Knowledgeable advisors
Understand individual goals
Long-term relationships
Values-driven
Services
Wealth Planning
Our wealth planning service creates customized financial roadmaps aligned with personal values and life goals. We help clients define priorities through in-depth conversations about family, legacy, and long-term aspirations. Our advisors integrate tax mitigation strategies, estate planning considerations, and investment management to develop comprehensive plans that evolve with changing life circumstances.
Investment Management
We offer tailored investment management solutions combining traditional and alternative assets to meet specific financial objectives. Our approach includes strategic asset allocation, custom indexing, and access to private equity and real estate opportunities. We continuously monitor market conditions while maintaining transparent communication about portfolio performance and adjustments.
Institutional Consulting
Our institutional consulting division develops investment policies for nonprofits, foundations, and corporate entities. We help organizations align financial strategies with mission fulfillment through spending policies, donor communication frameworks, and alternative investment options that support long-term sustainability goals.
Estate Planning
We provide comprehensive estate planning services that address wealth transfer, tax efficiency, and family legacy considerations. Our advisors collaborate with legal and tax professionals to create coordinated strategies that protect assets while reflecting clients' charitable intentions and family values.
Business Transition
Our business transition services help owners develop exit strategies that preserve company legacy and ensure smooth leadership changes. We address valuation considerations, tax implications, and succession timelines to create actionable plans that protect both business interests and personal financial security.
People
Brian L. VandenBrink
CEO & Partner
With CIMA certification, Brian leads CapTrust's strategic direction while maintaining client relationships. He coordinates professional teams to deliver comprehensive financial solutions, emphasizing meaningful client connections and organizational leadership development.
Scott J. DeMaagd
Wealth Advisor & CIO
As CFP and MBA holder, Scott focuses on creating investment strategies aligned with client values. He combines technical expertise with personal engagement to help clients achieve financial confidence through customized planning approaches.
Brendon B. Johnson
Wealth Advisor & Partner
Holding CPWA and CEPA credentials, Brendon specializes in helping clients connect financial decisions to life priorities. He emphasizes relationship-building and practical solutions for both individual and institutional clients.
Bruce H. Johnson
Wealth Advisor & Founder
As CIMA-certified founder, Bruce established CapTrust's values-driven approach. He continues guiding clients toward financial clarity while mentoring advisors on maintaining client-centered service standards.
Rhonda G. Carter
Chief Compliance Officer
Rhonda oversees client service operations and compliance while maintaining direct client relationships. Her focus on exceptional service experiences aligns with CapTrust's commitment to personalized financial guidance.
Questions
What services does CapTrust Financial Advisors offer?
We provide wealth planning, investment management, estate planning, tax strategies, business transition services, and institutional consulting tailored to individual and organizational needs.
How does CapTrust's approach differ from other financial advisors?
We begin with values-based conversations to understand life priorities before developing financial strategies, emphasizing long-term relationships over transactional interactions.
What credentials do CapTrust advisors hold?
Our team includes Certified Financial Planners (CFP), Certified Investment Management Analysts (CIMA), Chartered Financial Analysts (CFA), and specialists in tax and estate planning.
Do you serve both individuals and institutions?
Yes, we work with individuals on personal wealth management and institutions like nonprofits, foundations, and corporations on investment policy development.
How can I schedule an initial consultation?
Contact us through our website or call (800) 566-5012 to discuss your financial goals and begin the planning process.
Is CapTrust involved in community initiatives?
Our advisors actively participate in local community service through volunteering and faith-based organizations, reflecting our commitment to broader societal impact.
Reviews (1)
Financial Service Directory
Aug 17, 2019
Report
Ive done business with the team at Cap Trust. They do business with the utmost honesty and professionalism. I highly recommend.
