A complete list of active advisors currently associated with Capital Wealth Management
Warmer can help you find a great advisor at Capital Wealth Management or one who fits your needs even better.
Capital Wealth Management is a fee-only registered investment adviser that provides customized portfolio management and retirement-account fiduciary advice to individuals, families (including high-net-worth clients), trusts, foundations, businesses and non-profit organizations. The firm also offers occasional hourly consulting engagements for portfolio analysis and financial planning matters. The firm emphasizes portfolio-level diversification and risk control, implementing strategies mainly through low-cost, no-load and index mutual funds and applying Modern Portfolio Theory with defined rebalancing guidelines. It generally avoids recommending individual stocks, high-yield (junk) bonds, loaded funds, or products with 12b‑1 fees, and does not operate proprietary pooled investment vehicles. A distinguishing feature is that the firm periodically offers no‑cost educational seminars and workshops on investments, retirement planning, and estate planning as part of its client outreach. Operationally, it operates on a fee-only basis, uses major custodians (such as Vanguard and Fidelity) for client accounts, and does not accept proxy‑voting responsibilities.
To learn more about the advisors currently working at Capital Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tewksbury, MA
| 23
|
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