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.

Our Fiduciary Duty

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

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.

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.

Insurance

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

If we didn't answer all of your questions, feel free to drop us a line anytime.

Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor.  Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Capital City Financial Partners is neither affiliated with or under common control of either APW Capital or Integrated Advisors Network. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Capital City Financial Partners and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Integrated Advisors Network.