Private Banking

Private Banking


Private Banking at Capital City Wealth

Private Banking at Capital City Wealth offers exclusive products and exceptional service to affluent and high-net-worth clients who require personalized management of their complex financial landscapes. Our private banking team delivers tailored solutions ranging from Private Client Checking and high-yield savings accounts to custom credit options and comprehensive wealth management. Like a concierge, a private banker with Capital City Wealth helps you maximize your banking and wealth management experience with minimal stress.

One banker. One call. Help managing all your wealth and everyday banking needs.

Private Banking is personalized assistance from a dedicated banker expertly equipped to help you manage your wealth and everyday banking needs. A private banker crafts a financial strategy with you, navigates channels in your personal or business financial life and advocates for you when necessary inside and outside Capital City Wealth.

Our specialized services include enhanced personal and business banking, customized financing options, financial planning, investment portfolio management, retirement planning, wealth transfers to future generations and more.

  • Dedicated, Concierge-style Service
    A single point of contact in your private banker provides personalized service and direct access to all the resources of Capital City Wealth.

  • Better Banking Options
    Experience exclusive deposit account features and pricing for private clients.

  • Customized Credit Solutions
    Enjoy personalized lending solutions to help leverage opportunities and manage liquidity.

  • Coordinated Wealth Management Services
    Access comprehensive Capital City Wealth solutions that enhance and protect your financial future.

  • Enhanced Privacy and Security
    Be assured of confidentiality and discretion in how we manage of your financial affairs.






SERVICES

 

Where Do I Begin With Private Banking?

Choose Private Client Checking as the foundation of a financial partnership built on integrity, personal relationship, trusted advice and exceptional experiences. Your private banker will become well-versed in your financial situation, be familiar with your short- and long-term financial goals and apply their considerable skill in developing a financial plan to meet your complex needs. As your relationship grows, rely on your own private banker to combine premium products and services with value-added solutions for a banking experience exclusive to high-net-worth individuals.

Why Choose Private Banking from Capital City Wealth?

One banker. One call. Our private bankers provide concierge-like attention to your personal and business finances. We are expertly equipped to help high-net-worth individuals with deposit accounts and loans, coordinating professional service providers and directing comprehensive financial planning with our Wealth team. Meet your private banker today.