Capital Wealth Advisors
Why pick this one
Capital Wealth Advisors has over $4.5 billion in assets under management and offers custom-tailored portfolio construction.
Best for
- wealth management for high-net-worth families
- estate and legacy planning for individuals
Look elsewhere if
- budget-sensitive financial planning
- those seeking basic investment advice without personalized strategies
Specialties
- wealth management
- estate planning
- legacy planning
- financial planning
- asset protection
Certifications
- Incorporated since 1975
- America's Top RIA Firms 2024 & 2025
What makes them different
- $4.5 billion in assets under management
- custom-tailored portfolio construction
- proprietary research and due diligence
- access to private and alternative strategies
- Years in business
- 21
- Serves
- Naples, Florida, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 4201 Congress St Unit 140, Charlotte, NC 28209
- Phone
- 7049313540
- Website
- http://www.capitalwealthadvisors.com/
- info@capitalwealthadvisors.com
Services
- wealth management
- financial planning
- estate and legacy planning
- asset protection