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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Points of Differentiation

The following "Points of Differentiation" can provide you with honest services and structured planning. Remember... all "Financial Planning Firms" ARE NOT EQUAL - the difference can be overwhelming to your financial future.

1. Fiduciary Duty To Our Clients: When you work with Capital Wealth Management Inc., we accept a higher standard of service known as "the fiduciary standard." It means we are required to advise you of what is in your best interests, and disclose all material conflicts of interest that we might have, not just sell you a suitable investment. Ask you financial advisor if he is an acknowledged fiduciary and is looking out for your best interest - you might be surprised.

2. Fee-Only Services: Capital Wealth Management Inc. maintains its ability to deliver a fair and unbiased opinion by accepting only hourly, project based, retainer fees, or asset management fees for our client's work. We refuse to accept any form of commissions, referral fees, sales bonuses, or incentives for investments. You will always know exactly what services you are paying for and all projects will be quoted before any work is started. We promise we will not try to sell you any products but will instead render unbiased advice vital to your financial success. Our recommendations are objective and are representative of the trust inherent in a conflict free long-term relationship, the kind of relationship that comes with being a Capital Wealth Management client.

3. Fully Independent: Capital Wealth Management Inc. is 100% member-owned and operated. Since we're not affiliated with any brokerages, banks or insurance companies, we are able to recommend whatever strategy we believe is right for your particular situation. This means we can offer advice about almost all investments and strategieswithout you worrying if there is a better option out there for you. We are here to earn your trust as your financial advisor and guide.

4. Strategic Retirement Planning: Capital Wealth Management Inc. is a "strategic financial planning & investment firm” which means we help you set meaningful, yet achievable goals. We design a workable plan, provide action steps, manage the implementation of the plan, and we encourage you to achieve your dreams. Like all well laid out plans, there will be times that adjustments will be needed. When that time comes we will be there to make the recommendations and implement those changes that need to be made to keep you on track.Our mission is simple, We are here to guide you in reaching your financial goals.

5. Local, But Not Limited: Capital Wealth Management Inc. is based out of Saint Paul, MN, but we are strategically designed to help clients where-ever they decide to call home. We are setup to help you no matter where you are and you have access to detailed, secure financial information as long as there is an internet connection near.

6. A Family Friendly Firm: We at Capital Wealth Management know that you worry about money (Am I going to have enough to retire on? Send my kids to college?). We are here to help you design a multigenerational family plan, to help everyone in your family achieve more than they ever thought possible. We want to help you raise financially literate children and grandchildren. We will consider how our advice will affect your family's finances as well as their unique personalities.