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About CWA Asset Management Group
Capital Wealth Advisors stands as a prominent comprehensive wealth, insurance, and estate planning firm, diligently serving a discerning clientele. Their footprint extends from Naples, Florida, to branches in Charlotte and Cary in North Carolina, and New Orleans, Louisiana. What sets them apart is their holistic and multidisciplinary approach to wealth management, focused on both creating and preserving assets.
Recognizing the unique nature of each client's financial journey, Capital Wealth Advisors champions a personalized approach. Their team of seasoned professionals crafts tailor-made solutions that cater to individual needs, ensuring clients receive the precise support they require.
Capital Wealth Advisors believes that staying ahead in the industry necessitates continuous learning and a commitment to thought leadership. This ensures they remain at the forefront of innovation, offering clients cutting-edge solutions that stand the test of time.
Pricing options
Regulatory filings
Areas of specialty
- Estate Planning
- Financial Planning
- Wealth Advisory
More about CWA Asset Management Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 158940 | 23 |
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