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 wealth management products and services normally available through large banks and brokerage houses. These services are being provided through the following entities:

 

 

• 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, through a relationship with PrimeVest Financial Services, 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. 

• 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 is being developed to provide active and passive portfolio management strategies to our clients.  These services will be made 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 is being developed to provide clients with an expanded choice of insurance products and services.  Capitol Wealth Insurance will help 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.