Capital Wealth Advisors

Charlotte, North Carolina

★ 5.0 (1 reviews)
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About

Capital Wealth Advisors is an independent registered investment adviser based in Charlotte, North Carolina, with approximately $4.5 billion in assets under management and 21 years of business history. The firm provides wealth management, financial planning, and estate planning services through a four-phase planning process encompassing discovery, strategic design, implementation, and periodic review. Services include proprietary research and portfolio construction, tax-aware investment strategies, fixed income management, and access to alternative investments for qualified clients, along with estate transfer strategies and legacy planning support.

Specialties

Estate Planning Wealth Management

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: Closed
SEC registered
No

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