Since 1978, Capital Wealth Advisory Group has been a trusted private wealth financial advisory practice. Our team is dedicated to exceeding your expectations through personalized service tailored to your unique needs. Having strong relationships with our families, friends, clients, and communities means everything to us.
We connect with our clients as partners; meeting you where you are while providing care, clarity, and more confidence in your financial plan. Our commitment to your financial well-being allows you to focus on what matters most. Whatever your needs, however long the journey, we’re with you.
Mission:
To inspire others to create a fulfilling future for themselves, their families and their community.
Vision:
We care for our clients’ financial well-being so they can spend time on what matters most.
Core Values & Guiding Principles:
Integrity - We maintain confidences, meeting commitments, and adhere to high ethical and industry standards.
Client Service Orientation - We are care about the financial well-being of every client and their family. The client is always the focus.
Teamwork - We value each other. We work collaboratively to utilize each other’s abilities, grow as a team, and achieve common goals together.
Family & Community - We aspire to be something bigger than ourselves. We are stewards to our clients, team members, their families, and our community.
Growth - We encourage personal, professional, and financial growth for our clients and team members.