Just an average PortfolioVs.TruePath Retirement™ plan
You get protection from our Legal, Moral, and Ethical responsibility to do what is in Your Best Interest
We commit to these 5 fiduciary principles
Always put our clients’ needs ahead of our own.
Act with prudence; that is, with the skill, care, diligence and good judgment of a professional.
Not mislead clients and will provide conspicuous, full and fair disclosure of all important facts.
Avoid conflicts of interest.
Fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.
Capital Wealth Advisors
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
The Next Step:Are you a good fit?
If this sounds like the kind of relationship you want with your financial advisor, see if you are potentially a good fit for our firm.