The retirement years are a time for you to relax and enjoy the wealth that you’ve worked so hard to accumulate. We understand that the largest fear of retirees today is outliving their income, or losing what they’ve worked so hard to build. Capital Wealth Management does not believe this is the time to make you rich, but instead, our goal is to grow and protect your assets so you can enjoy a lasting, steady income through your retirement years. By helping our client’s identify their retirement needs and expectations, we structure a portfolio of diverse income streams that focus on the longevity and protection of your hard earned wealth.

Estate Planning

Upon death, you can leave your money to your family, your charities, or to the government, and you must choose two of the three.

For clients who need a comprehensive estate plan, we will align your distribution of wealth with your objectives by establishing a comprehensive estate plan that leaves little to chance.