Broker Check

Who We Serve

Serving Clients From Every Path

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.

Business Owners

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.

  • Buy/Sell Consulting
  • Cash Flow Analysis
  • Cash Management
  • Charitable Giving Tax Strategies
  • Debt Management
  • Employer Retirement Plans & 401(k)
  • Expenses & Budgeting
  • General Business Consulting
  • Income Sources
  • Income Tax Planning
  • Lines of Credit
  • Planned Large Expenses
  • Planning, Succession, & Conservation
Medical Professionals

Medical Professionals

As a medical professional, your financial well-being is just as important as your patients' health. At Capital Wealth Group, we understand the unique financial challenges that medical professionals face, and we can provide tailored financial planning services to help you pursue your goals. From budgeting and investment strategies to tax planning and risk management, our team of professionals will work with you to develop a comprehensive plan that takes into account the specific needs of your profession.

Additionally, with the high student loan debt that many medical professionals have, we can help you with student loan consolidation, management and repayment options.

Proper financial planning is essential for medical professionals to achieve financial security and peace of mind, allowing them to focus on their patients and their practice. With Capital Wealth Group, you can be assured that your financial future is in good hands.

Individuals & Families

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.

  • Caring For Elderly
  • College & Education Planning
  • Concentrated Stock
  • Distribution Strategies
  • Estate Planning
  • Gifting
  • Health Savings Account (HSA)
  • IRA Contributions & Conversions
  • Life & Disability Coverage
  • Long-Term Care
  • Portfolio Review
  • Retirement Planning
  • Risk & Insurance Planning
  • RMD & Withdrawal Strategies
  • Roth IRA
  • Self-Employed Retirement Plans
  • Social Security & Medicare
  • Student Loan Consolidation
  • Survivor Needs
  • Trusts
  • UTMA (Uniform Transfer to Minors Act)

Nonprofit Organizations & Charitable Foundations

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.

  • Charitable Giving Tax Strategies
  • Donor Advice
  • Endowments
  • Family Foundation Formation
  • Gifting Strategies
  • Legacy Planning

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