You've worked hard for your retirement. You deserve to have an advisor that will work just as hard to protect it. We believe economic security is important, and we commit to help protect and grow your financial security using exceptional and diverse portfolios, cutting-edge technology, and tactical decision-making processes.
Designing a legacy consistent with your dreams and values is a personal and intricate process tailored to each client’s needs. Capital Wealth Advisors is committed to helping you protect your estate. Our comprehensive approach to estate planning takes advantage of all available strategies to ensure cohesion of your financial and investment plans. Through the design and management of an effective estate plan, we will work in sync with your CPA and Estate lawyer to avoid unnecessary taxation and provide clarity and direction wherever needed.
Capital Wealth Advisors are fully-independent and not captive agents; therefore, we seek out the best companies and products for your given insurance needs.
Our exceptional resources serve in the design and implementation of sophisticated insurance-based strategies for: life, disability, wealth transfer, key person, business succession planning, and various special contingency needs.
For those with existing insurance, we provide a complimentary audit of your existing policies. This valuable audit is an in-depth review to ensure the proper coverage is in-place, relative to your goals.
Intelligent investors realize that it’s not how much your investments return, but rather, how much of the growth you can keep. At Capital Wealth Advisors, we understand the importance of recommending to our clients proven, tax-efficient strategies designed to help minimize the impact of taxation, both now and in the future.
We work closely with top tax professionals and commit to ongoing education to stay current with constant changing tax laws. In doing so, we have a greater understanding of tax laws, to help you keep more of your hard earned money.
Capital Wealth Advisors does not provide legal, accounting or tax advice. We work hand-in-hand with strategic alliances so that the “left hand knows what the right hand is doing”. You have the best chance of success when your team of financial professionals is in-sync with one another.