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<sup>Your Community Partner:</sup><br/>Serving As Your Advisor And Your Neighbor<br/>

Your Community Partner:
Serving As Your Advisor And Your Neighbor

At Capital Wealth Group, financial planning and wealth management go beyond just business. Our team is all about living and working in the same East Texas communities as our clients – sharing values, caring for one another, and building a brighter future together through dedication, commitment, and integrity.

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Our Approach

Our Approach

Our team distinguishes itself by offering exceptional customer service and building strong, lasting connections with our clients. We take pride in our accessibility and our "white glove" approach guarantees you will be treated with the highest level of care and consideration. As a one-stop shop for your financial needs, we take a comprehensive approach to serving you well, and we are dedicated to providing unparalleled service and attention to detail. You can rely on us to handle all your financial needs and exceed your expectations.

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Our Mission

Our Mission

Capital Wealth Group is committed to upholding the highest levels of integrity, professionalism, and stability in the field of financial planning and investment management. We aim to gain your trust as a client and aid you in achieving your long-term financial objectives through transparent and consistent communication, tireless effort, and tailored financial solutions that meet all your needs. You can count on us to prioritize your well-being above all else and to always act in accordance with our core values when serving you well.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

 Your Goals. Our Strategies.

Discover an array of financial strategies for each of your goals and needs.

Investments

Investments

We can provide you with guidance, help you create a personalized investment strategy, and assist you in navigating the complex financial markets to help pursue your financial goals.

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Retirement

Retirement

Our team can help you create a comprehensive retirement plan, provide insight on various retirement savings options, and help ensure that you have enough savings to support your desired lifestyle during retirement.

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Estate

Estate

Let us assist you in creating a comprehensive plan to transfer your assets to your beneficiaries, provide guidance on reducing estate taxes, and help ensure that your wishes are carried out after your passing.

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Insurance

Insurance

As part of our holistic approach, we also offer insurance options including personal, commercial and life coverage. Our licensed and experienced professionals can help you assess your insurance needs, provide advice on different types of insurance products and help you find the most cost-effective and suitable insurance coverage to protect your assets and loved ones.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Have a question? We're ready to help.

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