222 North Fredonia Street
Truly Integrated Wealth Management
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.
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.
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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Discover an array of financial strategies for each of your goals and needs.
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.
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.
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.
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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