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A system-wide well-being initiative

Build a strong financial future with CAPTRUST.

Build a strong financial future with CAPTRUST.

There’s a lot to know when it comes to finances. And while anyone can learn, you don’t have to do it all yourself. The financial coaches at CAPTRUST are here to help you navigate the market and create an investment strategy for your financial goals.

Virtual financial coaching sessions are now available!
CAPTRUST offers USG employees financial coaching at no additional cost to answer your money-related questions, give personalized advice and help you plan for retirement. You’re just a phone call away from a 30-minute personal consultation to discuss your financial goals.

Schedule a CAPTRUST appointment online at or call 800-967-9948.
Employees and spouses enrolled in a USG healthcare plan can earn 4,000 points in 2023 USG Well-being credits for completing a Captrust Financial Blueprint.

Check out these tips to start investing with confidence