Capital City Trust Company

Client consulting with a trust advisor.

Personalized attention from people you can trust. We're on your side.

Happy family of young parents and young daughter snuggling together at home.

The right combination of solutions, experience and service. Peace of mind for the future.

Professional woman in her home office.

Community banking roots, client-centric approach. Your best interests served.


Wealth solutions tailored to you and for your business


Capital City Wealth provides 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.

Integrating the expertise and legacies of several premier Southeast wealth management firms, Capital City Wealth offers an unparalleled blend of personal service and expert financial stewardship to communities throughout Florida, Georgia, Alabama 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.

At Capital City Wealth, our approach is distinctly client-centered. We believe in building relationships based on trust, transparency and mutual respect. Our team of dedicated Capital City Investments advisors, private bankers, trust officers and wealth planners is committed to your success, providing personalized attention and solutions that reflect your values and aspirations.

Couple discussing personal wealth solutions with an advisor.

A Partner in Your Financial Success

As you navigate life’s financial journey, let Capital City Wealth professionals be your guides and partners. With us, you gain more than a wealth management firm; you gain a collaborator in your financial success. We invite you to explore the multitude of ways we can help manage, grow and preserve your wealth.

Team of four trust bankers and wealth advisors collaborating to provide services need to meet client wealth goals.
























A Unified Approach to Wealth Management

Each client's financial landscape is unique, so we provide tailored solutions that may encompass several disciplines of wealth management:
  • Investment Strategies with Capital City Investments
  • Trust Services
  • Private Banking
  • Private Wealth Planning
























A Legacy of Excellence

Our story began more than six decades ago as Capital City Trust Company, a proven fiduciary and financial leader representing the best interests of personal and corporate clients. Now, as Capital City Wealth, we offer a unified approach to comprehensive wealth management and a stronger team to serve the financial needs of individuals, families, business owners and organizations.

Ways we help manage your wealth

Making the right moves is a team effort.
Whether approaching retirement or seeking a custom investment strategy to help reach a personal or business goal, our Financial Advisors offer comprehensive financial planning and investment management strategies through Capital City Investments and LPL Financial.
Non-deposit products: are not insured by the FDIC, are not deposits, and may lose value.
Freedom from day-to-day fiscal demands.
Our Trust Officers provide personal and corporate trust asset supervision, guardianship and estate plans, philanthropic guidance and personal financial management to free you from day-to-day fiscal demands.
Non-deposit products: are not insured by the FDIC, are not deposits, and may lose value.
One banker. One call.

Our Private Bankers are expertly equipped to help affluent and high-net-worth individuals with deposit accounts and loans, coordinating professional service providers and directing comprehensive financial planning with our Wealth team.

Private Banking

A little strategy goes a long way.
From the boardroom to the family office, our strategic Wealth Planners examine financial holdings, insurance policies, business plans, contracts and more to make recommendations to protect assets, limit risk and manage wealth solutions for high- and ultra-net-worth individuals, families and organizations.
Non-deposit products: are not insured by the FDIC, are not deposits, and may lose value.
Service, stability and performance.
We take your money matters personally, have low turnover among our wealth professionals and practice prudence in decisions-making. Ask about our track record when you start a conversation about your wealth management needs today.