What stands out in these stories isn’t just growth … it’s why it happened! Clients tell us they appreciate feeling heard and understood. They value having a comprehensive plan, ongoing guidance, and a trusted partner who is there to support them through life’s ups and downs. They know there’s a real person on the other end of the phone, someone accountable, accessible, and genuinely invested in their well-being. This spirit is at the center of our Ambassador Program! When you refer someone who meets with us, you receive an exclusive invitation to one of our special Ambassador events. This year, we’re refreshing the program by hosting multiple experiences so that our ambassadors have more dates available to celebrate with us. So, if you have a friend, family member, or colleague who could benefit from the same thoughtful guidance you receive, we’d be honored to help. Because when you admire who you work with, it’s only natural to share the love. An Exclusive Preview of Our 2026 Ambassador Experiences March 20 — 2941 Restaurant: An elevated fine-dining experience featuring a curated tasting menu and Sommelier-guided wine pairing event in an elegant setting. May 7–10 — LIV Golf Virginia: Experience a day with suite access at this epic showdown as elite professional golfers compete in a high-energy tournament. August/September — An enchanting experience enjoying the beauty of our area from the water. More details to come!
Connect with your wealth manager today to make your referral introduction!
captrust.com | 703.535.5300 330 John Carlyle St., Suite 400 Alexandria, Virginia 22314
Representative clients were selected to illustrate the broad diversity of the firm's client base and their experiences. Representative clients and members of the Ambassador Program are invited to join CAPTRUST at exclusive events and are not compensated directly for their inclusion in the program or in this presentation.
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