Become a CLIENT AMBASSADOR


When you make a referral, you make a difference in the lives of those you love.

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!

The Jokes Are On Us!

Capital Wealth Advisors are thrilled to announce that we’re treating our valued 2022 Client Ambassador Club members to a private show on Wednesday, Nov. 9, at Wiseguys Comedy Club in Salt Lake City. If you like tacos and laughter, you’ll love this event!

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.

1 —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!

2 —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!

3 —You’re a Client Ambassador!

Welcome to our Client Ambassador Club. We told you qualifying was easy!

Use This Form for Your Referral

referral-form
Your Name(Required)
Referral Name(Required)
Interested in inviting your friend to our next client event or seminar?

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 801.210.2800