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.

Sean McGrath

With over a decade of experience, Sean has proven his ability to navigate any market condition has he has helped clients protect and grow assets through numerous global recessions and market corrections.

Evan Ocepek, CFP®
Wealth Advisor

Evan’s diverse experience & dedication to customer satisfaction has been shown to provide individuals & companies alike with financial confidence and peace of mind.

Brittany Bowie
Executive 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.

NHBA Official
Team Sponsor

Newport Harbor Baseball Association

Greenbrook Gators
Team Sponsor

Greenbrook Swim Team

Anaheim Pony Baseball
Team Sponsor

Anaheim Pony Baseball

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