About Capital City Wealth
For more than six decades, Capital City Wealth professionals have provided comprehensive wealth management solutions to serve the unique needs of individuals, families and organizations of all ages and stages of wealth accumulation, deployment, preservation and transfer.
Capital City Wealth integrates the expertise and legacies of several premier Southeast wealth management firms allowing our team to offer an unparalleled blend of personal service and expert financial stewardship to communities throughout Alabama, Florida, Georgia and beyond.
Founded on a tradition of trust and integrity, Capital City Wealth embodies the strength of its predecessor firms – as well as that of Capital City Bank Group – and leverages our wealth professionals’ decades of experience in financial planning and investment strategies from Capital City Investments, family office services, insurance, private banking, private wealth planning and trust services. Explore our rich history, from our roots in a hometown bank and our start as a small financial firm to our growth into a trusted fiduciary and premier wealth management institution through expansion and acquisition.
An Unwavering Legacy
The Capital City Wealth services are a part of Capital City Bank Group, Inc. (NASDAQ:CCBG), which began with Capital City Bank in 1895. Capital City has endured wars, economic downturns and profound industry changes to become one of the oldest and largest publicly traded financial holding companies headquartered in Florida. Keeping the doors open through it all has required us to be open to change but to keep a laser focus on what’s important: our clients and communities. Like the clients we serve, our associates call our communities home; and we are proud of our heritage as your hometown bank and to be an extension of an unwavering legacy.
Started with Trust
Capital City Wealth began in 1961 as Capital City Trust Company, a subsidiary of Capital City Bank Group. For more than 60 years, our trust division has served as a fiduciary to individual, family and corporate clients throughout the Capital City footprint in Alabama, Florida and Georgia. Our work as a fiduciary clients can depend on to carry out their wishes and financial plans continues with Trust Services at Capital City Wealth.
Expanded Investment
In 1995, Capital City Bank began offering investments brokerage services in its retail banking offices as Capital City Securities. As our practice has evolved, so has its name (a few times, in fact), though our commitment to helping clients meet their retirement planning and other wealth goals has remained. Investment advisory services are now offered through Capital City Investments and LPL Financial.
Acquired Strength
In a deliberate effort to expand existing product offerings and service areas to deliver the highest quality wealth management services and risk management expertise to clients throughout the Southeast, Capital City Bank Group acquired Strategic Wealth Group in 2021. We added an established team of wealth planners and expanded our insurance and risk-management services as a third wealth entity for private wealth planning: Capital City Strategic Wealth. We also added five wealth-management offices in Albany, Colquitt, Moultrie, Pelham and Valdosta, Ga., through the acquisition.
Then, in 2023, the Private Banking services of Capital City Bank added strength to our Capital City Wealth team allowing for a complete wealth management practice that serves all aspects of our clients’ financial journeys and all levels of wealth.