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

Capital Wealth'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 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.

1 — Introduce us to a loved one or friend (nearing or in retirement).

2 — They have a complimentary discovery visit (they don't even have to become a client).

3 — That's it! You’re a Client Ambassador for that calendar year!

Use This Form for Your Referral


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