Press Release

CAPTRUST Launches CAPTRUST Wellness Advantage: Powered by Cleveland Clini

Issued by CAPTRUST Financial Advisors

Oct. 7, 2025

CAPTRUST and Cleveland Clinic have launched the CAPTRUST Wellness Advantage: Powered by Cleveland Clinic to help clients align their wealth plans with their health plans.

Raleigh, N.C. -- CAPTRUST Financial Advisors (CAPTRUST) and Cleveland Clinic have launched the CAPTRUST Wellness Advantage: Powered by Cleveland Clinic to help clients align their wealth plans with their health plans. The program combines access to Cleveland Clinic’s medical services with CAPTRUST’s signature client service, offering a concierge-supported approach to both financial and physical well-being.

“Wealth without health is incomplete,” said Eddie Welch, managing director and head of wealth management at CAPTRUST. “While we help clients build the wealth to achieve their goals, we also recognize that their quality of life—particularly in retirement—will be shaped by their health. This program allows our advisors to extend their support beyond finances, giving clients and their families access to Cleveland Clinic’s trusted care and guidance for a healthier, more fulfilling future.”

CAPTRUST clients can access executive health physicals—comprehensive, same-day assessments—provided by leading physicians at Cleveland Clinic’s facilities in Cleveland, Ohio, or Weston, Florida. These exams include cardiac and vision testing, advanced imaging, nutrition and fitness consultations, stress management, and gender-specific screenings.

“In less than two days, participants leave with a comprehensive understanding of their health, including proactive steps to address risks and support long-term vitality,” said Raul J. Seballos, MD, FACP, Enterprise Director in the Center for Executive Health Medicine at Cleveland Clinic.

Additionally, the program includes curated content via the Cleveland Clinic website for CAPTRUST clients, and access to clinical reviews, which provide guidance on complex medical diagnoses and treatment plans.

About Cleveland Clinic 

Cleveland Clinic is a nonprofit multispecialty academic medical center that integrates clinical and hospital care with research and education. Located in Cleveland, Ohio, it was founded in 1921 by four renowned physicians with a vision of providing outstanding patient care based upon the principles of cooperation, compassion and innovation. Cleveland Clinic has pioneered many medical breakthroughs, including coronary artery bypass surgery and the first face transplant in the United States. Cleveland Clinic is consistently recognized in the U.S. and throughout the world for its expertise and care. Among Cleveland Clinic’s 82,600 employees worldwide are more than 5,786 salaried physicians and researchers, and 20,700 registered nurses and advanced practice providers, representing 140 medical specialties and subspecialties. Cleveland Clinic is a 6,728-bed health system that includes a 173-acre main campus near downtown Cleveland, 23 hospitals, 280 outpatient facilities, including locations in northeast Ohio; Florida; Las Vegas, Nevada; Toronto, Canada; Abu Dhabi, UAE; and London, England. In 2024, there were 15.7 million outpatient encounters, 333,000 hospital admissions and observations, and 320,000 surgeries and procedures throughout Cleveland Clinic’s health system. Patients came for treatment from every state and 112 countries. Visit us at clevelandclinic.org. Follow us at x.com/CleClinicNews. News and resources are available at newsroom.clevelandclinic.org. 

About CAPTRUST

CAPTRUST provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, retirement plan sponsors, and their employees. For individuals, the firm focuses on holistic financial planning and wealth management, plus concierge services for those with ultra-high net worth. For institutions, CAPTRUST also offers outsourced chief investment officer (OCIO) services, fiduciary support, plan design and provider analysis, fee benchmarking, and financial wellness programs.

Disclosure: CAPTRUST is not a medical provider and does not deliver health care, diagnostic, or treatment services. All medical services described herein are provided solely by Cleveland Clinic and its affiliated professionals. Participation in these services is voluntary and through a referral basis by CAPTRUST. CAPTRUST assumes no responsibility or liability for the medical advice, diagnoses, or treatments clients may receive as a result of a referral to Cleveland Clinic.

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