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Securities offered through Capital Investment Group, Inc., member FINRA / SIPC, an independent broker/dealer. Capital Investment Group is not affiliated with the financial institution or the investment center.

Securities and investments are NOT FDIC Insured * NOT GUARANTEED by the bank * Subject to risk and may lose value * Not a deposit * Not insured by any government agency. Learn more

Wealth Management

We want to help people achieve a lifetime of financial success and build relationships with our clients based on integrity, to better serve them. We are committed to helping our clients improve their lasting financial success. The customized programs we provide through Capital Investment Group, Inc. are designed to grow and protect our clients’ wealth.

Whether you’re looking for help with planning your retirement, need a second opinion on your portfolio or are risk adverse and just looking to get a better rate than CDs, we can develop a custom plan for you. We don’t have account minimums nor will we ever talk over your head. We believe in keeping the most complicated investment concepts simple, starting by evaluating your financial goals and developing an action plan that works best for you.

Individual and Business Accounts & Services

Retirement Planning and Rollover Options

  • Traditional and Roth IRAs
  • 401ks and Small Business Retirement Accounts

College Savings Plans

  • 529 Plans
  • UGMA/UTMA Accounts

Insurance

  • Free Life Insurance Reviews
  • Term, Universal, Variable and Whole Life Insurance
  • Long-term Care Insurance and Disability Insurance

Annuities

  • Fixed, Variable, Immediate and Index Annuity Options

Fee Based Accounts

  • Individual Money Managers, Wrap Accounts and Customized Portfolios

Fixed Income

  • Tax-free, Corporate and Government Bonds
  • Brokered CDs and Equity-Linked CDs
  • Publicly Traded and Non-Publicly Traded REITS
  • Many Money Market Options

Mutual Funds

  • Exchange Traded Funds, Open-End Funds and Closed-End Funds
  • Unit Investment Trusts

Stocks

  • Common and Preferred Trading

Estate Planning

Comprehensive Wealth Planning


Capital Investment Group Representatives

Farrell Beam

Farrell Beam, Capital Investment Group Representative
640 North Main Street, Hendersonville, NC 28792
Office: 828-692-2000, ext. 3607 or 828-505-3340, Cell: 828-388-1335

Designations
NC Life, 7 & 63

Education
Attended Western Carolina University


Tammie Farrell

Tammie Farrell, Capital Investment Group Representative
50 West Main Street, Franklin, NC 28734
Office: 828-524-7000, ext. 2227 or 828-505-3340

Designations
Advance Courses in Asset Allocation and Alternative Investment Strategies
NC Life and Health License, Series 7, 63 & 66

Education
Courses in Business Administration, Business Law, Economics and Accounting


Affiliated with Capital Investment Group, Inc.

Securities offered through Capital Investment Group, Inc.
Member FINRA and SIPC
100 E. Six Forks Road, Suite 200
Raleigh, NC 27609
919-831-2370

NOTICE: About Our Relationship with Capital Investment Group, Inc.

Capital Investment Group, Inc. and Entegra Bank, Inc. dba Entegra Wealth Management have entered into an agreement for Capital Investment Group, Inc. to provide services at select Entegra Bank locations. Ms. Farrell, other Independent Contractors and employees of Capital Investment Group, Inc. are not employees of Entegra Bank, nor do they sell bank products.

Non-deposit investment and insurance products and services that are offered by Capital Investment Group, Inc and/or related agencies:

  • ARE NOT INSURED BY THE FDIC
  • ARE NOT DEPOSITS IN OR OBLIGATIONS OF ENTEGRA BANK AND ARE NOT GUARANTEED BY ENTEGRA BANK
  • ARE SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL