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Capital City Strategic Wealth

Office
Capital City Strategic Wealth 171 S. Cuthbert Street Colquitt, GA 39837
Get Directions
Services
  • NOT a Full-Service Banking Location
Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed

OUR STRATEGIC PLANNING SERVICES

FINANCIAL PLANNING

Financial Planning Services
  • Customized Financial Planning for Individuals, Families and Businesses
  • Account Aggregation through Easy-to-use Technology
  • Coordination of All Aspects of Financial Life

BUSINESS PLANNING

Business Planning Services
  • Succession and Continuation Planning
  • Inheritance Equalization
  • Buy/Sell Ownership Consulting
  • Executive and Key Employee Retention
  • Deferred Compensation Plans 

INSURANCE PLANNING

Insurance Planning Services
  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance
  • Annuity Solutions

ESTATE PLANNING

Estate Planning Services
  • Proactive Estate Planning Strategies
  • Legacy Planning and Charitable Giving
  • Tax Strategies
  • Trusts
  • Durable and Health Care Powers of Attorney
  • Asset Ownership

Individualized tax and legal advice is not provided. Please consult your legal advisor and tax consultant regarding your specific situation.

Make an Appointment with a Planner

Our strategic process includes insurance planning, risk management, and asset protection services. Meet our team of wealth consultants, planners and strategists, and insurance consultants.

Call Your Office Today

Other Locations Nearby

  • Capital City Bank - ATM -
    Capital City Bank - ATM -
    31.5 mi
    126 E Broad St
    Whigham, GA 39897
    Get Directions
    24-hour ATM (accepts deposits), Send Money with Zelle®, Virtual Teller Machine
    X
  • Capital City Strategic Wealth -
    Capital City Strategic Wealth -
    34.6 mi
    127 West Railroad Street South
    Pelham, GA 31779
    Get Directions
    NOT a Full-Service Banking Location
    X
  • Cairo -
    Cairo -
    37.1 mi
    420 North Broad St.
    Cairo, GA 39828
    Get Directions
    24-hour ATM (accepts deposits), Commercial Real Estate Loans, Instant Issue Debit Cards Available, Safe Deposit Available, Send Money with Zelle®
    X

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. 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

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL CA AZ CO DC DE FL GA LA MD MI MO NC NM NY PR SC TN TX VA VT WI WY.

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.

BrokerCheck by FINRA

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