Our Philosophy

Imagine your perfect retirement. Where are you? Who are you with? What are you doing?

At Capital Wealth Advisors, we provide premier investment and insurance solutions that can help assist you in achieving your financial visions and goals. As fee-based advisors, our solutions will always reflect our clients’ best interests.

We see ourselves as your financial educators and advocates and take pride in building long lasting relationships.

Focused on your needs, concerns and preferences, we add our experience, abilities and resources to yours. We will create a custom-tailored plan of action that takes your specific needs and wants into account, so rather than worrying about your investments, you can focus on truly enjoying your life.

Michael Stevens
President
Lateesha Stevens
Chief Marketing Officer
Kimball Jeppesen
Operations Manager
Heather Waldron
Executive Assistant
Chris Toone
Financial Consultant
Renee Howard
Insurance Agent
Kurt Brown
Chief Investment Officer - with Allegis Investment Advisors
Chris Hedquist, CFA, CFP®
Vice President of Advisory Services - with Allegis Investment Advisors
Monica Sonnier, CPA, CFA
Portfolio Strategist - with Allegis Investment Advisors