The Capital City Wealth department is the insurance arm of Capital City Bank. Operating out of 5 different offices across South Georgia, they provide invaluable insight to clients who are motivated to protect what they have worked hard for, including lifestyle, assets, and income.

Wealth aims to deliver the highest quality insurance planning, risk management, and asset protection services to individuals, families, and businesses throughout the Southeast. Their team of wealth consultants, planners, strategists, and insurance consultants focuses on evaluating and optimizing the efficiency of clients' financial situations through wealth-maximization strategies, tax planning, leveraging assets, legacy planning, and more.

Bank associates, such as private bankers, market presidents, associates of Capital City Wealth: Investment Services, Capital City Wealth: Trust Services, and executives within the Bank meet with Wealth’s sales team to discuss clients they feel could benefit from their services. These conversations typically emerge from associates’ client relationships.

A team of client relationship managers assists Wealth’s sales team by helping them prepare for each meeting and making sure the entire process is completed in a timely manner. This includes ensuring that applications are signed and submitted to Wealth, ordering exams when needed, and providing Underwriting with any information or documents they need in order to make a decision as quickly as possible. They update relevant information in their integration software, Right Capital, which runs scenarios to help clients understand how a plan might work, and Redtail, a Customer Relationship Management (CRM) system that helps Wealth service clients and keeps essential information up to date.

Whether it’s a simple thing, such as life insurance, disability insurance, long-term care insurance, or something more involved like Estate Planning, Wealth can help.

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View Wealth Management's public documents on NetInterest.