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.
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
Cetera Investment Services LLC is an independent, registered broker/dealer and
registered investment advisor. Member
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
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.