VALUE, GUIDE, DELIVER - IT'S THAT SIMPLE!
New Financial Solutions
"Just as with Capitol Bancorp…Capitol Wealth will leverage the entrepreneurial
spirit and strong customer relationships within each community bank, while providing a common foundation on which to operate. This will be a balancing act that we believe
will pay significant dividends to our clients, the banks, and the Capitol Bancorp
Limited shareholders."
David M. Paventi, COO, Capitol Wealth Advisors
We are excited about establishing Capitol Wealth Advisors to grow noninterest income for our banks by building a comprehensive wealth management business that leverages the strong client relationships associated with Capitol Bancorp's individual banks. Through Capitol Wealth, customers will be provided a complete array of wealth management advice, service and products to help them grow, manage and preserve their wealth.
Capitol Wealth has a unique potential to be hugely successful in today's marketplace.
Specifically, the wealth management industry represents a $30 trillion opportunity, of which no one financial institution maintains a significant market share. This lack of
industry dominance stems from the 'product silo' approach created by large financial
institutions that emphasize pushing product sales through multiple delivery channels.
At Capitol Wealth, we're all about leveraging our banks' strong one-on-one relationships
so we can better understand our clients' needs. The industry primarily thinks about
products and sales instead of focusing on providing advice to help people reach their life goals. We believe this approach is a natural progression of our community banking strategy that focuses us on:
Valuing single, unique client relationships;
Guiding clients with trusted, experienced advisors; and,
Delivering the right premium products in order to fulfill their financial goals
Simply put…we’ll make wealth management a rewarding experience for our clients.
Robert R. Hogan, President & CEO
Capitol Wealth Advisors | Robert R. Hogan | President & CEO
9300 Harris Corners Parkway Suite 210 | Charlotte, NC 28269 | 704-599-1055
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| Board of Directors |
Jay J. Butler
Retired Bank Executive
James F. Crawford
Director of Strategic Products
Capitol Bancorp Limited
Robert R. Hogan
President & CEO
Capitol Wealth Advisors
Michael M. Moran
Chief of Capital Markets
Capitol Bancorp Limited
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Enrico S. Piraino
Business Entrepreneur
Joseph D. Reid
Chairman & CEO
Capitol Bancorp Limited
Patrick T. Reid
Attorney at Law
Pamela E. West
Retired Bank Executive
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Ben E. Yeakley
Retired Trust Executive
Real Estate Developer
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| Officers |
Joseph D. Reid
Chairman
Robert R. Hogan
President & CEO
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David M. Paventi
Secretary & COO
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