Capital Wealth Advisors
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
9130 Galleria Ct Ste 318, Naples, Florid...Phone Number
(239) 434-7434Revenue
$7.8 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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2
About Capital Wealth Advisors
Capital Wealth Advisors provides comprehensive wealth management and estate and legacy planning services in Florida and North Carolina. They focus on building personalized relationships with clients, offering tailored financial planning, asset protection, and wealth advisory services. The firm aims to secure clients' financial futures by minimizing risks and maximizing returns. With decades of experience, they serve individuals, families, and businesses, emphasizing trust and collaboration in their approach.Explore more
Capital Wealth Advisors Org Chart
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Activity Insights
Capital Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Capital Wealth Advisors financials insights
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2020
Debt
$1M
Capital Wealth Advisors Tech Stack
A closer look at the technologies used by Capital Wealth Advisors
Most Recent Scoops
Project
, according to a high-level source in financial planning, began leveraging AI-driven document drafting within the last three to six months.
Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a high-level source in financial planning, has completed initiatives related to financial data compliance within the last twelve months.
Data Management, Data Science, Financial Planning, Compliance, Finance, Financial Strategy
Project
, according to a high-level source in financial planning, is planning to leverage AI-driven automated bookkeeping and data entry over the next six to twelve months.
Automation, Financial Planning, Artificial Intelligence, Finance, Financial Strategy
Project
, according to a high-level source in financial planning, has completed initiatives related to data storage and management within the last twelve months.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
Asset Management, Financial Planning, Finance, Financial Strategy
Capital Wealth Advisors News & Media
Capital Wealth Advisors Ranks on Inc. Magazine’s List of the Southeast Region’s Fastest-Growing Private Companies
Capital Wealth Advisors Experiences Two-Year Revenue Growth, Ranks No. 168 on Inc. Magazine’s List of the Southeast Region’s Fastest-Growing Private Companies NAPLES, FLORIDA, UNITED STATES, March 21, 2023 /EINPresswire.com/ -- Inc. Magazine announces …Capital Wealth Advisors proactively seeking to improve quality of life through community engaged initiatives
For almost 20 years, Capital Wealth Advisors has taken the lead in focused charitable support – advancing community initiatives NAPLES, FLORIDA, UNITED STATES, February 2, 2023 /EINPresswire.com/ -- Capital Wealth Advisors (CWA) and its philanthropic …Watch CNBC's full interview with Capital Wealth Planning CIO Kevin Simpson
Kevin Simpson, founder and CIO of Capital Wealth Planning, joins the 'Halftime Report' to discuss tips for crafting a fund that can beat the market, looking for companies with free cash flow and lower multiples and de-risking in the face of interest rate hikes.Amplify CWP Enhanced Dividend Income ETF (DIVO) Surpasses $2 Billion in Assets
Assets have doubled YTD in this high-quality equity income ETF Assets have doubled YTD in this high-quality equity income ETF
Read more news
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Frequently Asked Questions Regarding Capital Wealth Advisors
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Capital Wealth Advisors provides comprehensive wealth management and estate and legacy planning services in Florida and North Carolina. They focus on building personalized relationships with clients, offering tailored financial planning, asset protection, and wealth advisory services. The firm aims to secure clients' financial futures by minimizing... Read More
