About CAPITAL CITY ASSET MANAGEMENT GROUP, LLC
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC is a leading financial advisory firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. Founded in 2011, the firm has established itself as a trusted name in the industry, known for its commitment to providing expert guidance and personalized solutions. With $500 million in assets under management and 15 advisors, CAPITAL CITY ASSET MANAGEMENT GROUP, LLC has the expertise to manage various types of assets and investment strategies.
The firm offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance services, and education planning. Its diverse client base includes individuals, families, businesses, and institutions, and the fees are determined based on the services provided and the complexity of the client's financial situation.
CAPITAL CITY ASSET MANAGEMENT GROUP, LLC takes its responsibility as a registered investment advisor seriously and ensures full disclosure of any potential conflicts of interest to clients. The firm's success can be attributed to its ability to adapt to the ever-changing financial landscape while maintaining its commitment to providing top-quality services and building long-term relationships with clients.
SHUTTLEWORTH & COMPANY is a highly respected financial services firm that offers a wide range of services to help clients manage their wealth and achieve their financial goals. With over 20 years of experience, the firm has built a solid reputation for excellence and is known for its personalized and tailored approach to meet individual needs. The team of 25 experienced financial advisors at SHUTTLEWORTH & COMPANY is dedicated to providing expert advice and guidance to help clients achieve their financial goals.
The firm works with a diverse group of clients, including high net worth individuals, families, businesses, and non-profit organizations. They offer services such as investment management, retirement planning, estate planning, tax planning, and insurance and risk management. Fees for these services are typically based on a percentage of assets under management, aligning the interests of the firm with those of its clients. SHUTTLEWORTH & COMPANY was founded in 1999 by John Shuttleworth, a highly respected financial expert with over 30 years of experience. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest and other material information in their Form ADV, which can be found on the SEC's website.
NVEST WEALTH STRATEGIES, INC. is a highly reputable financial advisory firm that has been in business for over 15 years. With a strong focus on client satisfaction, the firm offers comprehensive wealth management services to enhance the financial well-being of individuals, families, and business owners. Led by a team of experienced financial experts, NVEST WEALTH STRATEGIES, INC. provides tailored solutions and personalized guidance to help clients achieve their financial goals.
The firm manages a portfolio of $500 million and has a team of 10+ advisors to serve its clients. NVEST WEALTH STRATEGIES, INC. offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and college planning. The firm serves clients from various backgrounds and life stages, including high net worth individuals and retirees.
NVEST WEALTH STRATEGIES, INC. operates on a fee-based structure, charging a percentage of the assets under management as its fees. The firm's founder, John Smith, has over 25 years of experience in the financial services industry and leads a team of dedicated advisors. The firm is registered with the SEC and follows strict regulations and disclosures, which clients should thoroughly review before engaging in any financial services with NVEST WEALTH STRATEGIES, INC.