Our Company

 

Through the development of Capitol Wealth, Capitol Bancorp will continue its practice of providing "Bigger Service" though its network of community banks. Capitol Wealth is meant to provide clients of community banks access to a wide array of low-cost wealth management products and services normally available through large banks and brokerage houses. These services are being provided through the following entities  (See Capitol Wealth Frequently Asked Questions):

 

Capitol Wealth Advisors is a team of Wealth Representatives who are available to work with clients to understand their needs and formulate financial plans which, when acted upon, will help those clients meet their life goals.  These Wealth Representatives have access to a complete array of products including full-service and discount brokerage, investment management and insurance offerings to provide clients with the solutions to their financial questions and needs.
 
Wealth Representatives are registered with, and investment products and services are provided by PrimeVest Financial Services, Inc., a registered broker-dealer and registered investment adviser.  Member SIPC.  PrimeVest is not affiliated with Capitol Bancorp or its related companies.
 
Capitol Wealth Trust, currently Paragon Trust (a division of Paragon Bank & Trust), will be a Nationally Chartered Trust Company that will work with our Wealth Representatives to provide a full suite of Trust and Estate services to clients desiring to manage their assets utilizing highly personalized solutions.

Capitol Wealth Asset Management provides active and passive portfolio management strategies to our clients.  These services are available through reasonably priced fee based accounts utilizing expert asset managers who effectively meet the client’s needs through sound portfolio management practices.
 
Capitol Wealth Insurance provides clients with an expanded choice of insurance products and services.  Capitol Wealth Insurance helps clients by providing products tailored to fit each individual circumstance, guiding them with quality, sound advice and delivering the right solution for the right situation.

 

 Who is Capitol Wealth?

Through Capitol Wealth, Capitol Bancorp provides "Bigger Service" through its network of community banks.  Capitol Wealth is an affiliate of Capitol Bancorp that provides clients throughout the Capitol Bancorp network access to a wide array of wealth management products and services normally available through large banks and brokerage firms.

What does Capitol Wealth do?

Capitol Wealth creates relationships with broker-dealers, registered investment advisors, insurance companies and trust companies so that Capitol Wealth employees may provide comprehensive wealth management including full-service and discount brokerage, investment management, insurance offerings, retirement planning, trust services, and business strategies to provide clients with the solutions to their financial questions and needs.

How does Capitol Wealth operate?

Clients receive one-on-one advice with their local Advisor that helps them determine what solutions are appropriate for their needs - such as business and personal retirement planning, life, health and business insurance, college planning, as well as traditional trust services.

Why utilize Capitol Wealth?

Capitol Wealth's complete suite of products and services complement the traditional services currently offered by Capitol Bancorp's banks which will enhance customer retention, generate greater non-interest income and improve client profitability.