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| Our Founder |
Clinton J. Gerner AIF®
Clinton Gerner is an experienced advisor and a local Saint Paul businessman. He credits his success to the personal values, work ethic, and responsibility he learned while serving in the United States Marine Corps. Clinton has worked as a Financial Planner and Consultant for national and Twin Cities Based Fortune 100 Companies.
He assists investors of all ages to preserve their capital, build their investment portfolios, and more profitably organize their finances. He founded Capital Wealth Management with the vision of a firm where our clients were not just one of the masses but received a personal relationship with their planner along with their financial plan.
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Helping to Grow and Protect
Your Financial Future |
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| Welcome to Capital Wealth Management! |
We are a Saint Paul, MN based, privately held. financial planning and asset management firm. We work with both businesses and individuals in order to help them build a secure financial future. |
| COMPANY PROFILE |
Founded by
Clinton J. Gerner, Capital Wealth Management Inc. is an independent
financial planning firm based in Saint Paul. Clinton started Capital
Wealth Management as an alternative to the large and often impersonal
brokerage and financial sales institutions typical of the financial
industry.
He envisioned a firm where our clients were not just one of the masses
but received a personal relationship with their planner along with
their financial plan. A place where their advisor was someone who would
be available to answer questions and address concerns not on their own
time, but when their client needed it.
At Capital Wealth Management we pride ourselves on our ability to use a
personal and hands on approach to your financial planning. Every one of
our clients can take comfort in the fact that we do our best to provide
them with the investment and planning options that best suit them while
maintaining the ability to adapt as their personal situations change.
Our goal is and always will be to offer our clients the best possible
service with a more personal touch. We like to think we are putting the
"personal" back into personal financial planning.
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| WHY TRUST CAPITAL WEALTH MANAGEMENT INC. WITH YOUR FINANCIAL SECURITY? |
| We are dedicated to providing competent, unbiased financial advice to people from all walks of life. We firmly believe that professional, unbiased financial advice is something all American's need to build bright financial futures. |
HOW CAPITAL WEALTH MANAGEMENT INC. REALLY IS DIFFERENT... |
We are Independently Owned
We are a Fee-Only Firm
We use Strategic Retirement Planning
We are a Local Company with National Resources
We are a Family Friendly Organization
We are College Planning Specialists
We Abide by a Fiduciary Duty of Responsibility to Our Clients
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