Capital Wealth Planning
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
9015 Strada Stell Ct Ste 203, Naples, Fl...Phone Number
(239) 593-2100Revenue
<$5 MillionIndustry
ZI Rank: 2
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ZI Rank
2
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About Capital Wealth Planning
Capital Wealth Planning, LLC (CWP) is an SEC-registered fee-only investment advisory firm based in Naples, Florida. Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $7.5 billion of assets under management. The firm's methodologies are designed to enhance risk-adjusted returns and offer portfolio protection while delivering monthly cash flow. Ranked by Financial Advisor Magazine in 2016, 2018, 2019, and 2021 as one of the top 50 fastest-growing SEC-registered investment advisors in the country, CWP's focus is the implementation of covered call strategies with their Enhanced Dividend Income Portfolio, Catholic Values Enhanced Dividend Income Portfolio, Hedged ETF Portfolio and Tactical Transition Portfolio Service.Explore more
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Capital Wealth Planning News & Media
CAPITAL WEALTH PLANNING ANNOUNCES THE 10TH ANNIVERSARY OF ITS FLAGSHIP STRATEGY, ENHANCED DIVIDEND INCOME PORTFOLIO
NAPLES, Fla., Jan. 26, 2023 /PRNewswire/ -- Capital Wealth Planning's Founder and Chief Investment Officer, Kevin Simpson, proudly announces the firm's Enhanced Dividend Income Portfolio has successfully reached a historic 10th-anniversary milestone. The Enhanced Dividend Income Portfolio...
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Capital Wealth Planning, LLC (CWP) is an SEC-registered fee-only investment advisory firm based in Naples, Florida. Building and managing proprietary income-oriented portfolios since 2005, the company has approximately $7.5 billion of assets under management. The firm's methodologies are designed to enhance risk-adjusted returns and offer portfolio... Read More
