Skip to main content
  • HOME
  • OUR APPROACH
    • About Us
    • Our Approach
    • Careers
  • OUR SERVICES
    • Our Services
  • OUR PLANNERS
  • CONTACT US
    • Our Offices
  • LOG IN
    • AssetMark
    • Brinker Capital
    • LPL Financial
    • RightCapital
    • SEI
    • Capital City Bank Online Banking

2301 Dawson Road, Suite 300 Albany, GA 31707

Phone:

  • 229.405.3100

Fax:

  • 229.405.3101

Our Approach

Our multi-disciplinary approach requires examining all facets of our clients’ financial lives.

Our Approach

Our Planners

Meet our team of wealth consultants, planners and strategists and insurance consultants.

Our Planners

Our Services

Our strategic process includes insurance planning, risk management and asset protection services.

Our Services

LPL Financial Form CRS

COMPANY

RESOURCES

CONTACT

About Us

Articles

Albany

LPL Financial

Calculators

Colquitt

Careers

Flipbooks

Moultrie

Capital City Bank

Newsletters

Pelham

Capital City Bank Group

Videos

Valdosta

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 Strategic Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Capital City Strategic Wealth, 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 Strategic Wealth. 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.

 

Capital City Bank Group Privacy Policy | Copyright 2024 Capital City Strategic Wealth | LPL Financial Privacy Policy

  • Site Map