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.

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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 Investment and Wealth Management Team at Capital Wealth Advisors provides comprehensive financial services aimed at wealth creation and preservation for affluent clients. This multi-disciplinary team, which includes roles like Associate Trader, Senior Underwriter, Chief Investment Officer, and Portfolio Manager, collaborates to deliver personalized investment strategies, portfolio management, and advanced financial planning solutions. Their goal is to ensure clients’ financial goals are met through meticulous planning and innovative investment approaches, while adhering to the highest standards of integrity and regulatory compliance.

Investment and Wealth Management Team

Private Wealth Management Team

Leadership Team

Client Services Team

Investment and Wealth Management Team

About

Team members

Other teams at Capital Wealth Advisors

Private Wealth Management Team

Leadership Team

Client Services Team