The Fiduciary Standard
Plan with purpose: Growth
Put Your Money to Work for Your Future
Retirement isn’t just a finish line — it’s a new chapter full of possibilities. At Capital Wealth Advisors, we help you make the most of your assets by building personalized strategies that grow your wealth and generate consistent, sustainable income throughout retirement. With the right approach, your savings won’t just sit idle — they’ll actively support your lifestyle and long-term goals.
Our Growth Services Include:
- Retirement Income Strategies
We develop tailored plans to turn your retirement savings into steady, reliable income — so you can confidently enjoy life without worrying about outliving your resources. - Wealth Management
Combining smart investment choices with proactive financial planning, we work with you to grow and protect your wealth in a way that aligns with your personal goals. - Annuities
We offer annuity solutions designed to provide guaranteed lifetime income, helping bring stability and confidence to your overall retirement plan. - Investments
Whether you’re focused on growth, income, or a balanced strategy, we build diversified investment portfolios that support your financial objectives. - IRA/401(k) Rollovers
Transitioning retirement accounts? We simplify the rollover process with a focus on tax efficiency and long-term performance, ensuring your assets remain aligned with your evolving needs.
Plan with purpose: Preserve
Protect What You've Worked So Hard to Build
Life is full of uncertainties — but your financial future doesn’t have to be. Our preservation strategies are built to help protect your wealth from market volatility, rising healthcare costs, and unforeseen expenses, so you can enjoy retirement with greater peace of mind.
Our Preservation Services Include:
Asset Protection Strategies
We help shield your assets from unnecessary risk and potential liabilities, so they remain intact and available when you need them most.Life Insurance
Beyond basic protection, life insurance can be a powerful tool for wealth transfer, tax planning, and long-term financial stability.Tax-Efficient Strategies
We focus on minimizing your tax burden through smart distribution planning and investment structuring, helping you keep more of what you’ve earned.Long-Term Care Strategies
Planning for future healthcare needs is essential. We help you explore your options for covering long-term care without jeopardizing your retirement savings.
Plan with purpose: Give
Create Meaningful Legacy
Your wealth is more than just a nest egg — it's a reflection of your values. Whether your goal is to support your family, donate to a cause, or leave behind a financial legacy, we help you develop a clear, intentional plan to give back on your terms.
Legacy Planning Includes:
IRA Legacy Planning
We help you structure your IRA to ensure a smooth transfer of assets to beneficiaries, reducing tax implications and maximizing the long-term value of your legacy.