Wealth Services
Black Mountain Community 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)
Wealth Services
Cash Management
Online Trading
Glossary of Terms
Our Partners:
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Online Tools:
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The discount brokerage tool is offered by PrimeVest Financial Services, Inc. a registered broker/dealer member FINRA/SIPC, and not affiliated with Capitol Bancorp Limited or its related companies. Securities products offered by PrimeVest are not FDIC insured, may go down in value, not bank guaranteed, not a deposit and are not insured by any federal government agency.
The information in this website is for U.S. residents only and does not constitute an offer to sell, a solicitation of an offer to purchase brokerage services to persons outside of the United States.
PrimeVest Financial Services, Inc.
400 1st Street South, P.O. Box 283
St. Cloud, MN 56302
1(800) 245-0467