About

At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day after.

From our headquarters in Naples, Florida, to our offices across the Carolinas, our advisors are located across the U.S. Whether you’re in one of these areas or prefer to connect virtually, our advisors are ready to set up a consultation tailored to your needs.