meet the founder
Michael Stevens, IAR
Investment Adviser Representative & Founder
Michael was on a pre-med track when his father passed away during college. That moment changed everything — it shifted his focus from medicine to money, and sparked a mission to help families avoid the financial chaos that comes with life's biggest transitions.
He earned his BS in Business Management from Utah Valley University, got his Series 66 certification, and launched Capital Wealth Advisors in 2010. Fifteen years later, he's guided over 500 families and $500M+ in assets — all under a fiduciary standard. No commissions. No conflicts. Just honest advice.
the team
People Who Actually Care About Your Money
Michael Stevens
Founder & Lead Advisor
15 years of fiduciary financial planning. Specializes in retirement income, tax strategy, and making sure you don't outlive your money.
Brent Thompson
Advisor
Comprehensive financial planning and portfolio management. Works closely with Michael to deliver personalized strategies for every client.
why capital wealth
Three Things That Actually Matter
Legally on Your Side
We're fiduciaries. That means we're legally required to put your interests first — not sell you products, not hit quotas, not earn commissions. Just do right by you.
Retirement Is All We Do
We don't dabble. Income planning, tax optimization, Social Security timing, Medicare strategy — this is our entire focus, every day, for every client.
Utah Born & Raised
We know Utah tax law, Utah families, and Utah's unique financial landscape. Community board seats, local radio, youth education — we're invested here.
Ready to Talk?
No pressure. No pitch. Just a conversation about your retirement and whether we're the right fit.