Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access to our team of experienced professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Headquartered in Naples, Florida, with additional offices in Charlotte, NC; Cary, NC; and New Orleans, Louisiana, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity.

CWA Asset Management Group (“CWA”) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision.

CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration.  

The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates.  Designations and/or awards are not indicative of an Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party. 

Insurance

Capital Wealth Advisors

William Beynon

Jay Folz

Richard Knepfler

Susie Mulry

Samantha Nalbach

Pattie Imperial

Jeffrey Galati

Phil Brody

Lewis Johnson

Kimberly Key

The Client Services Team at Capital Wealth Advisors is dedicated to providing exceptional support and personalized service to our affluent clients. This team manages client relationships, facilitates communication, addresses inquiries, and ensures the seamless execution of client transactions and services. As a key touchpoint for our clients, they uphold the highest standards of integrity and professionalism to enhance client satisfaction and trust.

Client Services Team

Private Wealth Management Team

Leadership Team

Client Services Team

About

Team members

Other teams at Capital Wealth Advisors

Private Wealth Management Team

Leadership Team