Who We Serve

Capital Wealth Group’s comprehensive financial services are designed for every stage of your life, career, or business. We put our experience and resources to work for you so that you can have confidence in your financial status today and be prepared for whatever tomorrow may hold.

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration. We help organizations design and deliver competitive retirement benefits that put their employees in a position to pursue financial independence in retirement when the time comes.

We understand that you need competent and experienced guidance when it comes to developing your company’s retirement plan. Our client list, our deep bench of resources, and our decades of experience working with retirement plans mean that we have the knowledge to help keep our clients’ plans competitive, engage their employees, benchmark their service providers, and assist them with fiduciary oversight. We have access to a wide range of options to help you choose what’s right for your company and your employees.

Since the inception of our firm, we at Capital Wealth Group have grounded ourselves in financial planning and thoroughly developed a comprehensive strategy that has withstood the test of time in developing detailed financial plans. With our in-house financial planning experience, we are positioned to understand the needs of individuals and families through all aspects of their careers and their retirement.

We are committed to learning more about you, your needs, and your goals to develop personalized planning solutions for you, your family and those most important to you. Our team will help you understand your financial plan and streamline the wealth management process to enhance your lifestyle and provide a pathway for your future aspirations and interests. As your advocate, we will custom-build a financial plan for you – one that seeks to help you protect, grow and transition your wealth to the next generation.

With the right financial plan, you can live the life you desire – now and in retirement – and also arrange to pass down money to your heirs in a simple and easy manner. If you want an experienced advisor to help carry the burden of getting your finances in order, please explore the rest of our website to learn and determine which next step is right for you.

Capital Wealth Group can assist your family foundation or board-directed nonprofit organization to develop financial stability and ensure that every donation yields the greatest good. Proper financial planning is essential for any charitable foundation to achieve its goals and make the most impact. With our guidance, your foundation can make the most of every donation and achieve sustainable financial stability to support your charitable mission. As a company located in the heart of East Texas, Capital Wealth Group is vested in raising the quality of life for all of our shared communities.