Our Company

We are a privately held, independent financial planning firm. With most of our business operating on a fee-only basis we are able to offer a large spectrum of investment opportunities without a hefty sales charge or commission.
Services We Provide Include:

Fee Based Financial Planning
Hourly Fee Financial Consulting
Fee Based Asset Management
Fixed Income Portfolios

Helping to Grow and Protect

 Your Financial Future
 

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.

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.



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.


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

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2009 © Copyright Capital Wealth Management Inc. All rights reserved. See Location & Directions  and read Disclosure Statements.

Advisory Services offered through Ridgeway Conger Advisory, an SEC registered Investment Advisor. Ridgeway Conger Advisory and Capital Wealth Management Inc. are separate entities. Ridgeway Conger Advisory and Capital Wealth Management Inc. may only transact business or render personal investment advice in those states where we are registered or otherwise excluded from registration requirements. This site is for informational purposes only. Any communications with prospective clients residing in states where Ridgeway Conger Advisory and Capital Wealth Management Inc., and their investment advisors are not licensed shall be limited so as not to trigger registration or licensing requirements.