LEGAL
Important Disclosures
Transparency is central to our fiduciary commitment.
Advisory Services
Investment advisory services are offered through Capital Wealth. Michael Stevens is an Investment Adviser Representative (IAR) and adheres to the fiduciary standard of care.
Capital Wealth is a registered investment adviser. Registration does not imply any level of skill or training. The presence of this website shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Fiduciary Standard
As fiduciary advisors, we are legally obligated to act in our clients' best interests at all times. This means we provide objective advice free from conflicts of interest. We do not receive commissions from the sale of financial products.
Investment Risks
Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Diversification and asset allocation do not ensure a profit or protect against a loss. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.
Tax & Legal Information
Capital Wealth does not provide tax or legal advice. The tax-related information presented on this website is for general informational purposes only. Clients should consult with their qualified tax and legal professionals regarding their specific situation.
Any tax-related information or strategies discussed are based on current tax laws, which are subject to change at any time.
Case Studies & Hypothetical Examples
Case studies and hypothetical examples presented on this website are for illustrative purposes only. They do not represent actual client results. Individual outcomes will vary based on each person's unique financial situation, goals, and risk tolerance.
The scenarios are not a guarantee of future results and should not be relied upon as a promise of specific outcomes.
Third-Party Content
This website may contain links to third-party websites or reference third-party content. These are provided as a convenience and do not imply endorsement. Capital Wealth is not responsible for the accuracy or content of third-party sources.
Licensing
Michael Stevens holds a Series 66 securities license and California insurance license #0G96805. Licensing and registration details are available upon request or through applicable regulatory bodies.
Privacy Policy
Capital Wealth is committed to protecting your personal information. We do not sell, share, or distribute your personal information to third parties except as required by law or as necessary to provide our services.
Information collected through our website forms is used solely for the purpose of responding to your inquiry and providing financial advisory services.
SMS/Text Messaging Disclosure
Capital Wealth may use SMS texting to communicate with you regarding appointment reminders, account notifications, and related informational messages. By opting in to text messages through our website or other channels, you consent to receive these communications at the phone number provided.
Mobile opt-in information will not be shared with third parties or affiliates for marketing or promotional purposes. Message and data rates may apply. Message frequency varies.
If you wish to stop receiving text messages at any time, you may reply STOP, QUIT, END, CANCEL, or UNSUBSCRIBE to any message. For assistance, reply HELP or contact us at 801.210.2800 or info@capitalwealth.com.
Contact Information
If you have questions about these disclosures or our services, please contact us:
Capital Wealth
1850 W Ashton Blvd, Ste 175
Lehi, UT 84043
Phone: 801.210.2800
Email: info@capitalwealth.com