CAPTRUST launches wellness program with Cleveland Clinic

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CAPTRUST is excited to announce the CAPTRUST Wellness Advantage: Powered by Cleveland Clinic, a program designed to help clients align their financial plans with their health goals. “There is a real connection between physical and financial wellness,” said Edward Welch, Jr, managing director and head of wealth management at CAPTRUST, who also helped spearhead the project. “We’re not medical experts. But we can bring medical expertise to the table, which is where Cleveland Clinic came in.” This new initiative brings together CAPTRUST’s advisory services and Cleveland Clinic’s medical expertise, offering clients a concierge-supported experience. Read more here: https://okt.to/v5f9ks

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Brian Dooreck, MD

Board-Certified Physician • Private Healthcare Navigation • High-Touch Patient Advocacy • Family Offices, HNWIs, RIAs, Private Households and Individuals, C-Suites • President and Founder of Executive Health Navigation

1mo

Just saw this. About a week after it was posted; but spot on. 🎯 Expertise matters. Great “quote” Edward Welch, Jr. “There is a real connection between physical and financial wellness.” I have seen it a thousand times before. We see it every day. 🥼 Sharing this also with Executive Health Navigation

I am thrilled to see this announcement - health IS wealth and a long term plan means prioritizing health, wellness and longevity. Thank you Captrust can't wait to connect with Catherine Seeber, CFP®, CeFT® and hear more!

Lee Eudy, CFP®

Wealth Advisor, Tech & Life Science Families

1mo

cool!

William Souder

🎤 Former senior executive at a Fortune 500 company | Executive Leadership Speaker | Retirement & Long-Term Care Planning Advocate

1mo

Good information Johnny

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