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Our Services

At Capital Wealth Management, LLC, we provide expert assistance in the following areas:

Investments

  • Equities
  • Fixed Income
  • Alternative Investments
  • 529 College Plans
  • Brokerage Accounts
  • Retirement Accounts
  • Fixed Annuities
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401k Planning
  • 403b Planning
  • College Planing
  • Trust & Estate Planning
  • Investment Planning
  • Profit Sharing Plans
  • Non-Profit Plans

Asset Management

  • Discretionary Managed Accounts
  • Investment Advisory Services
  • Portfolio Design 

Insurance

  • Life Insurance
  • Long Term Care Insurance