222 North Fredonia Street
At Capital Wealth Group, we are dedicated to the highest standards of integrity, professionalism, and stability in the field of financial planning and investment management. We strive to earn your trust as a client and help you pursue your long-term financial goals through consistent and transparent communication, relentless hard work, and the right customized financial solutions for each and every one of your needs.
You can depend on us to put your best interests ahead of everything else and be guided by our core values in everything we do. These core values reflect in our exceptional service and consist of:
In using these values, we want to get to know and understand your needs, wants, and long-term goals in order to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Our commitment is to utilize all of our resources to help you pursue your goals and serve you well.
We believe in thinking outside the box, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our advisors and support staff bring a depth and diversity of experience in the fields of finance, investments, insurance, and banking, and we are ready to provide the answers and guidance you need to feel comfortable and confident in your financial future. Our experienced professionals consistently work hard to help mitigate risks for each of our clients so that they can live out the future they have always dreamed of. As community-driven people, we believe in investing in both our clients and our local area. We aren’t just your financial advisors – we’re your neighbors, too, and we want to treat you that way.
Don’t let confusion and uncertainty hold you back from achieving your financial goals. Our team is here to guide you every step of the way and provide you with personalized recommendations to fit your unique needs. Please feel free to browse the services we offer and reach out to us with any questions you may have.
LPL Financial Advisor
Client Service Associate
LPL Registered Sales Assistant