Welcome to Capital Wealth Management - Fee-only financial planning and asset management services

Trust

Investing can be scary. Allowing someone to look into your finances and help control the direction they take means putting your trust in a professional and expecting they will not let you down. Working with a Fiduciary Fee-Only advisor ensures that advice is in your best interest.

Strategy

Analyzing your situation and creating a plan to help you reach your goals is more than formulas or calculators, it involves strategic planning that will allow you to navigate life's ups and downs without losing sight of your goals.

Responsibility

This means having someone who can not only develop an initial plan, but help you to implement the plan, monitor it for needed changes, and ensure that your money is working for you and will be there to take care of you when you need it to be.

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Financial Planning

We strive to provide the best possible financial plan to help you reach all of your goals. Whether you need to save toward a future goal, cut spending and taxes or want help budgeting we can help by building a comprehensive strategy for you to follow.

Financial Consulting

Investment Management

As an asset management firm we build, implement, and monitor an investment strategy and portfolio that is unique to each of our clients and is formulated to meet their financial needs. read more

Portfolio Allocation

Having a properly allocated portfolio is a must when it comes to investing. We will make sure your portfolio is allocated properly in order to best serve meet your financial goals. read more

How are we different?

The Fiduciary Standard

Fiduciary Duty of Responsibility:
When you work with Capital Wealth Management Inc., we accept a higher standard of service known as "the fiduciary standard." Is your current Advisor a "Fiduciary"? Are they working for you or do they work on commission for an investment or insurance company? Ask them...

Learn what this means in more detail and find out how important this is to your family's financial security.

We are Proud To be a federally certified Service Disabled, Veteran Owned, Small Business (SDVOSB)

Welcome to Capital Wealth Management

Capital Wealth Management Inc. is built on the belief that a long term, trusting relationship is the best thing for both our clients and our company. This belief inspires us to provide an unparalleled level of service to each and every one of our clients, no matter how large or small.

As a non-proprietary financial planning firm we are not limited to, nor required to work with, a certain family or type of investment. This allows us the freedom to find and use the best possible investments for our clients. Through the use of in house specialists and strategic business partnerships we offer a full spectrum of financial planning services for personal and business needs. From estate and tax strategies to long-term investment management, we will help you on the road to a secure financial future.

Our Financial Focus

Personal Financial Planning:
Working towards goals to help create your ideal financial future.

Asset Management
Helping to match your risk tolerance to the right investment for you.

Estate Planning
Protecting your ability to pass assets on to your descendants.