Our Private Wealth Planning Team


Private wealth planners at Capital City Investments understand the complex financial lives of high-net-worth individuals and design strategies for wealth accumulation, deployment, preservation and transfer. Whether seeking family office style services, receiving an inheritance or striving to secure the future of your business in retirement, our private wealth team can help you manage the intricacies and demands of wealth.

Affluence needs an ally. Let us evaluate and optimize plans for your financial future.

Tripp Bridges
Private Wealth Planner

James (Jay) Joiner, IV
Private Wealth Planner

Ted Welch, Sr.
Private Wealth Planner
 
Ed West

Private Wealth Process Manager

Teddy Welch, Jr
Private Wealth Consultant

 
Paige Gilchrist
Insurance & Marketing Consultant


Nick Smith
Private Wealth Strategist



Ryan Pope
Private Wealth Operations Manager




































Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Capital City Bank and Capital City Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Investments, and may also be employees of Capital City Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capital City Bank or Capital City Investments. “Capital City Wealth” is a brand name used to market certain wealth-related services. Securities and insurance offered through LPL or its affiliates are:   
Not Insured by FDIC or Any Federal Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html  for more detailed information.


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

LPL Financial Form CRS