Capital Wealth Advisors
Why pick this one
Capital Wealth Advisors has $4.5 billion in assets under management and over 21 years of experience in wealth management.
Best for
- customized investment strategies for families
- comprehensive estate and legacy planning
- tailored financial planning
Look elsewhere if
- individuals seeking low-cost investment options
- clients looking for purely transactional services
Specialties
- wealth management
- estate planning
- financial planning
- asset protection
Certifications
- SEC registered investment advisor
- Forbes America's Top RIA Firms
- Inc. Regionals Fastest Growing Private Companies in the Southeast
What makes them different
- $4.5 billion in assets under management
- 21 years of experience
- custom-tailored portfolios
- in-house research team for investments
- comprehensive financial strategies
- Years in business
- 21
- Serves
- Naples, Florida, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 4201 Congress St Ste 140, Charlotte, NC 28209
- Phone
- 7049313540
- Website
- https://www.capitalwealthadvisors.com/
- info@capitalwealthadvisors.com
Services
- wealth management
- financial planning
- estate and legacy planning
- asset protection