Welcome to Capital Wealth Advisors

Estate Planning - Insurance Services - Wealth Management 

 

How can we help you?

I want to learn how Capital Wealth Advisors can help my family.

I want to learn more about Capital Wealth Advisors as a company.

I want to learn more about estate, risk, and wealth management.

I want to get in touch with Capital Wealth Advisors.

In the news: I want to learn about the current status of the estate tax.

 

Capital Wealth Advisors: An Overview

Providing advice and education to help families protect, enhance, and enjoy their wealth.

Capital Wealth Advisors is an elite, comprehensive wealth, insurance, and estate planning firm catering exclusively to the most affluent and discerning individuals, families, and businesses. Our clients have access to our team of highly-skilled professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity.

Explore how Capital Wealth Advisors can become your single most valued relationship for financial guidance by educating you in research-backed wealth, insurance, and estate planning theory and helping you to tailor your financial environment, insurance coverage, and estate plan to fit your financial goals.

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Contact Info

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Capital Wealth Advisors
787 5th Avenue South
Naples, FL 34102

Local Phone: 239-434-7434
Local Fax: 239-434-7494
Toll-Free: 800-539-9893
info@CapitalWealthAdvisors.com

Highlights

July 23rd, 2010

An Estate Tax Update article has been posted to the website.  Learn about the current status of the estate tax debate.  Read more.

July 7th, 2010

Two new articles have been posted to the Interesting Articles section of Capital Wealth University.  These articles pertain to some of the risks associated with fixed income investing.

June 25th, 2010

Press Release:  Capital Wealth Advisors announces a strategic partnership with CUNDY, Inc. of Ft. Lauderdale, FL.  CWA and CUNDY will work together to provide a larger array of services to clients while maintaining unsurpassed standards for service and integrity.