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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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 Private Wealth Management Team at Capital Wealth Advisors provides tailored financial and investment strategies for affluent individuals, families, and businesses. Their responsibilities include comprehensive wealth creation and preservation, personalized estate planning, and innovative financial solutions, executed with the highest standards of integrity and professionalism.

Private Wealth Management Team

Leadership Team

Client Services Team

Private Wealth Management Team

About

Team members

Other teams at Capital Wealth Advisors

Leadership Team

Client Services Team