Services
Investment Management
There are several economic factors that could make wealth accumulation difficult in any market. Because of the complexity of the markets, our investment management utilizes several different market indicators which help navigate through difficult market conditions.
By remaining proactive in our process, we are focused on advancing and protecting your wealth through all markets. However, utilizing our proactive strategies during this phase can help reduce volatility while we remain focused on achieving your goals.
Retirement
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.
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.
Insurance
As you progress through the stages of your life you are faced with risks that can prove to be devastating to your financial plan and loved ones alike. Capital Wealth Management can help you identify these risks by evaluating your need for life, long-term care, and disability insurance, or reviewing your current coverage.
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.