CAPTRUST is a financial advisory firm offering wealth management, investment advice, and planning services to individuals, families, business owners, and organizations. Its services include comprehensive wealth planning and investment advisory support tailored to clients’ needs and goals. For retirement plan sponsors and institutional clients, CAPTRUST provides investment, fiduciary, and risk management services, including support for nonprofits, educational institutions, healthcare organizations, and foundations.

Taylor Bauerle is a CAPTRUST principal and financial advisor serving clients from the firm’s Lake Mary, Florida, location. His practice focuses on financial planning, with expertise in tax strategy, risk management, and estate planning. He joined CAPTRUST in 2022 after working at Kairos Private Wealth. Before entering wealth management, Bauerle founded B&W Global, an international outsourcing company serving large law firms and medical offices. He earned a bachelor’s degree in political science from Auburn University.

CAPTRUST also shares educational resources, including articles, podcasts, videos, and webinars covering markets, investing, legislation, retirement, and financial planning. Clients and prospective clients can connect with an advisor through the firm’s contact channels.