At Capital City Wealth, our growing team of wealth professionals is our greatest asset. Comprised of knowledgeable, experienced administrators, advisors, bankers and planners, our associates represent diverse backgrounds in investment strategies from Capital City Investments, trust management, strategic wealth planning, private banking and other areas of the financial services industry. Our financial advisors, private bankers, trust officers and wealth planners are more than part of a company with a storied history. Their commitment to continuing an unwavering legacy of dedication, service and integrity defines who we are at Capital City Wealth.
Client-first Focus
Our wealth professionals are deeply committed to the needs of our clients. They understand that each client's financial goals and situations are unique, and they apply their extensive industry knowledge to craft personalized strategies. Their dedication extends beyond financial advisement and planning to building strong, long-lasting relationships based on trust and mutual respect.
Experience and Tenure
The tenure of our team speaks volumes about the stability and reliability of Capital City Wealth as a firm, the strength of our talent and the excellence of our client service. Many of our associates have been with Capital City for a decade or more, which is a testament to our ability to attract successful wealth professionals, our unwavering organizational culture and our status as a desirable place to work. This longevity contributes to significant ties to the communities we serve, profound institutional knowledge and nuanced understanding of our clients’ histories, needs and aspirations.
Committed to Community
Capital City Wealth has an enduring commitment to protecting unique attributes of and promoting positive enhancements in each of the communities we call home. Our associates actively participate – using both Company and personal time – in local initiatives, serve in leadership roles with local charitable organizations, business associations, chambers of commerce, sports leagues and more, encourage financial wellness and much more because giving back is a crucial part of who we are as Capital City. We give corporately through cash and in-kind sponsorships as well as encourage and support our associates in their personal charitable giving by matching gifts through the Capital City Bank Group Foundation, further enhancing the quality of life of our local and regional communities.
Improvement and Innovation
We are committed to continuous improvement and innovation as individual wealth professionals and as a firm. Capital City Wealth associates regularly engage in professional development to stay at the forefront of financial trends, regulatory changes and product or service offerings. We also leverage the combined expertise of our team to consult on financial plans and proposals to ensure we provide the most current, comprehensive and effective strategies to our clients.