Our Wealth Management team takes the time to understand your needs and create a strategy that fits your goals. Whether you’re planning for retirement, growing your investments, or managing wealth for your family or business, we’ll provide the guidance and support you need—to help shape the future you want.
The Wealth Management Group at Capital Bank serves as a trusted financial partner for individuals, families, businesses, and organizations that value personalized service and expert guidance. Backed by the strength and resources of a full-service bank, we offer a level of support that goes beyond smaller firms—while delivering the individualized attention that large national banks often lack.
We are dedicated to helping you plan for long-term financial success. Let’s work together to create a strategy that gets you where you want to go.
Contact our Investment Professionals by phone at 800-836-3711 today for a personalized investment plan, like no other.
Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit
Explore smart investment options to help you build and protect your financial future.
Create a retirement plan that gives you confidence. We’re here to help you build a strategy that aligns with your goals for the future.
© 2025 Capital Bank. All rights reserved.
ABA Routing Transit #: 021301115
Toll-free: 800-836-3711
