Capital Wealth Management, Inc.
Building and Preserving Wealth Since 1989.
5.0
Capital Wealth Management provides customized investment management to individuals, families, and institutions, focusing on trust and data-driven decision making.
About
Capital Wealth Management, LLC, founded in 1989, specializes in customized investment management for individuals, families, and institutions. The firm values client trust and employs a rigorous, data-driven process to identify preferred holdings across asset classes, mitigating risk and moderating the impact of taxes and inflation.
Services include comprehensive financial planning, retirement planning, tax planning, and a variety of investment products such as IRAs, annuities, and insurance solutions.
Services
Investment Management
Data-driven investment process to identify preferred holdings across asset classes.
Financial Planning
Comprehensive financial planning including asset allocation, cash flow, education, expense, protection, and retirement planning advice.
Retirement Planning
Tailored retirement planning including 401(k) planning, 403(b) planning, college plans, and estate plans.
Tax Planning
Strategic tax planning to optimize financial outcomes.
Insurance Solutions
A range of insurance products including life insurance, long-term care insurance, and trust-owned insurance.
Credentials & Certifications
Reviews
