ABOUT US
At Capital City Strategic Wealth, we aim to deliver the highest quality insurance planning, risk management and asset protection services to individuals, families and businesses throughout the Southeast. Our team of wealth consultants, planners and 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.
Capital City Strategic Wealth was founded in 1995 as Strategic Wealth Group, LLC with a focus on becoming the Southeast's leading wealth and risk manager from its homegrown South Georgia offices in Albany, Colquitt, Moultrie, Pelham and Valdosta. Strategic Wealth Group, LLC was acquired by Capital City Bank Group (NASDAQ: CCBG) on April 30, 2021, adding five wealth-management offices to Capital City Bank's 57 full-service banking offices in Florida, Georgia and Alabama and expanding the availability of wealth management services while maintaining the high level of service clients have come to expect from Capital City.
We work with business owners, executives, physicians, land owners, agricultural leaders and more to evaluate and optimize the efficiency of our clients' financial situations. Our team provides comprehensive financial analysis and plans that fit not only our clients' current situations, but also are flexible enough to change as their lives change. Find out if a relationship with Capital City Strategic Wealth is right for you.