Capital Wealth Advisor’s Client Ambassador Club is an exclusive group of clients who support us by introducing friends, family and colleagues who are seeking retirement guidance.
As a gesture of thanks, we celebrate our members and provide them with special benefits and access.
Ambassador Advantages
As one of our valued client ambassadors, you show your appreciation for Capital Wealth Advisors every time you refer someone to us. We want to make sure you know how much we appreciate you, too!
Client ambassador perks include:
Priority Access
Client ambassadors receive priority when it comes to event reservations, seating preference, notifications and more.
Exclusive Ambassador Events
Join us for exclusive ambassador-only meals with our advisors before our regular events!
Qualification is as Easy as 1,2,3!
Become a client ambassador in three simple steps.
Refer a Loved One or Friend to Capital Wealth Advisors
Just fill out the form below to introduce us. All we ask is that your referral be someone who is nearing or in retirement — because that is our expertise!
Wait for Your Family Member or Friend To Have a First Visit With an Advisor
We love helping people and promise to give them a fantastic experience that is free of pressure, cost and obligation!
That means referrals don’t even need to become Capital Wealth clients for you to qualify for ambassador status. They just need to join us for a consultation that could change their life!
You’re a Client Ambassador!
Welcome to our Client Ambassador Club. We told you qualifying was easy!