Capital City Financial Partners

Capital City Financial Partners utilizes a highly personalized wealth management approach which is designed to give clients the confidence to live the way they want to live now, and through each phase of life.

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Our Fiduciary Duty

As an RIA, the firm has a fiduciary duty in how we manage each client’s wealth.

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Investment Services

Communication is key to our investment management approach as well as any other services we provide for you. We want you to be fully informed about the implementation of your personalized investment strategy.

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Estate Planning Strategies

Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.

Financial Guidance

Capital City Financial Partners will help you build a foundation so that life doesn’t take you – or at least your finances—by surprise.  We will advise you when there are changes in the markets or the economy and help you adjust accordingly, guiding you through the ups and downs to stay on track toward your goals.


Because insurance protects you from the unexpected, it plays a crucial role in your comprehensive financial plan. Capital City Financial Partners provides a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and your business.

“Wealth, like happiness, is never attained when sought after directly.  It comes as a product of providing a useful service.”

Henry Ford

Contact Capital City Financial Partners

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Certain representatives of Capital City Financial Partners are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC.