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 is part of Capital City Bank Group, Inc. (NASDAQ:CCBG), which began with Capital City Bank in 1895, and is proudly offered in Gwinnett County.*
Capital City Wealth offers an unparalleled blend of personal service and expert financial stewardship to communities throughout Georgia, Alabama, Florida and beyond. Founded on a tradition of trust and integrity, we leverages our wealth professionals’ decades of experience in financial planning, insurance, investment solutions, private banking and trust services.
A Unified Approach to Wealth Management
Our approach is distinctly client-centered. We believe in building relationships based on trust, transparency and mutual respect. Our team of dedicated private bankers, financial advisors, trust officers and wealth planners is committed to your success, providing personalized attention and solutions that reflect your values and aspirations.
Each of our client’s financial landscapes is unique, so we provide tailored solutions that may encompass several disciplines of wealth management:
- Investment Strategies – Experienced advice and investable asset management designed to perform in alignment with your financial goals
- Trust Services – Meticulous administration and management of trust assets with a focus on long-term security and legacy preservation
- Private Banking – Exclusive banking services that offer convenience and personalized financial solutions for high-net-worth clients
- Private Wealth Planning – Strategic financial planning services encompassing personal retirement savings and business succession planning to maximize charitable giving and minimized tax liabilities
Partners in Your Financial Success
Our heritage of hometown banking, wealth planning and fiduciary service demonstrates how you can gain a collaborator in your financial success when you choose Capital City Wealth. As you navigate life’s financial journey, let our seasoned wealth professionals be your guides and partners. We invite you to explore the multitude of ways we seek to help manage, grow and preserve your wealth.
Visit our office at 6224 Sugarloaf Parkway in Duluth, or reach out to Venus Justice, Private Banker directly at Justice.Venus@ccbg.com, to discover financial solutions tailored to you. For additional information, go to ccbg.com/wealth.
*Capital City Wealth is a brand delivering wealth-related services through Capital City Investments, Capital City Strategic Wealth, and Capital City Trust Company and private banking services through Capital City Bank. Some investment products are not FDIC-insured, not bank guaranteed, and may lose value.
