Capital Wealth Management is Southern California’s premier financial advisory group, serving clients throughout the country. Using proactive investment philosophies and leading-edge technology, Capital Wealth Management efficiently works with each client to bring about financial security and peace of mind. Recognized for their innovative solutions and dedication to client satisfaction, Capital Wealth Management is repeatedly featured in Worth® Magazine’s “The Evolution of Financial Intelligence” and recognized as one of Orange Country’s Five Star Wealth Managers.
Brittany BowieExecutive Assistant
Brittany has worked in the finance industry for 5 years and joined Capital Wealth Management in 2012.
In The Community
Capital Wealth Management is proud to support our local community programs.
Financial Planning Day Volunteer
Capital Wealth Management volunteers time each year to increase the public’s financial literacy by offering free one-on-one meetings to the Orange County community. OC Financial Planning Day