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Wealth Services

Capitol National Bank distinguishes itself in the marketplace with a strong client focus and the integrity with which we introduce you to a wide array of wealth management choices through Capitol Wealth Advisors (our wealth management service provider).

Capitol Wealth Advisors' commitment is to assist you, your families and your businesses in meeting your wealth management needs by providing advice and quality service through a dedicated advisory relationship. Through this relationship, you have access to a complete suite of wealth services.

Wealth Advisors

Let us help you in achieving your life goals by:

  • understanding your unique client relationship
  • guiding you with a trusted, experienced representative
  • delivering the right services and best value to fulfill your financial objectives

Simply put… you get a rewarding experience.

You can choose from our complete program for wealth management:

  • Investment management (retirement planning, portfolio analysis, 401k, IRA, 529 college plans, self directed IRA's)
  • Brokerage (online trading, full-service sales and trading components)
  • Insurance (term life, whole life, universal life; variable life; annuities; and long term care insurance)
  • Financial and Tax planning*
  • Trust (services to be offered through a preferred service provider)

More Wealth Services

Our Partners:

Capitol WealthYou are leaving the Capitol National Bank website and entering a site for products that are Not FDIC Insured, May Go Down in Value, Not Financial Institution Guaranteed, Not a Deposit, and Not Insured by any Federal Government Agency. Go Back Continue Cetera Investment Services LLCYou are leaving the Capitol National Bank website and entering a site for products that are Not FDIC Insured, May Go Down in Value, Not Financial Institution Guaranteed, Not a Deposit, and Not Insured by any Federal Government Agency. Go Back Continue

Online Tools:

PrimeSweepYou are leaving the Capitol National Bank website and entering a site for products that are Not FDIC Insured, May Go Down in Value, Not Financial Institution Guaranteed, Not a Deposit, and Not Insured by any Federal Government Agency. Go Back Continue iconnect2investYou are leaving the Capitol National Bank website and entering a site for products that are Not FDIC Insured, May Go Down in Value, Not Financial Institution Guaranteed, Not a Deposit, and Not Insured by any Federal Government Agency. Go Back Continue

Cetera Investment Services LLC is an independent, registered broker/dealer and registered investment advisor. Member FINRAThese links are provided as a convenience to you. These links are controlled by third parties and Capitol National Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk. Go Back Continue /SIPCThese links are provided as a convenience to you. These links are controlled by third parties and Capitol National Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk. Go Back Continue . Securities and insurance products offered by Cetera Investment Services LLC: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Services LLC Advisory Services Agreement and disclosure brochure as provided.

View Cetera Investment Services LLC privacy policyThese links are provided as a convenience to you. These links are controlled by third parties and Capitol National Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk. Go Back Continue and other important informationThese links are provided as a convenience to you. These links are controlled by third parties and Capitol National Bank does not endorse, approve, certify, or control third party sites. Any transactions engaged in or products purchased on these sites is at your own risk. Go Back Continue .

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

* For a comprehensive review of your personal situation, consult your Tax Advisor. Neither Cetera Investment Services LLC, nor any of its representatives, may give tax advice.

Mutual funds, variable annuities and UITs are sold by prospectus. Investors should carefully consider the funds investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.