Who We Are...

 

"We believe in our clients' ability to make decisions about the financial aspects of their lives. We also feel we can best serve them by giving them the benefit of our experience and expertise. We have a fiduciary duty to our clients and will always advise and educate them based upon their needs. We continuously work with them to helpĀ them meet theirĀ financial goals and the goals of their families"

- William N. Beynon, CEO and founder of Capital Wealth Advisors.

Capital Wealth Advisors is a disciplined estate planning, insurance services, and wealth management firm with a nationwide presence. For over 15 years, Capital Wealth Advisors has been providing clients with advice and education to help them prepare for their financial future. Today, Capital Wealth Advisors continues to provide the most affluent and discerning individuals, families, and businesses solutions for all of their financial needs.

Capital Wealth Advisors has the experience and the resources to help you reach your personal or business goals. We utilize investment tools, technology, and a highly-skilled team to offer you the individual attention you deserve. Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity.

Explore how Capital Wealth Advisors can help you to use estate planning, insurance planning, and wealth management to minimize risk, reduce tax exposure, and maximize wealth preservation.

Headquartered in Naples, Florida and licensed in all 50 states, Capital Wealth Advisors maintains clients nationally, as well as globally.

Our Mission

The mission of Capital Wealth Advisors is to advise and educate families on how to protect, enhance, and enjoy their wealth.

Our Philosophy

It is our philosophy to advocate on behalf of our clients to help them protect, enhance, and enjoy their wealth. We combine academic financial research with a comprehensive, multi-disciplinary approach to guide our clients in their pursuit of financial freedom. We focus on enabling clients to enjoy their wealth by providing strategic wealth creation and protection solutions for today, tomorrow, and for generations to come.

 

Contact Info

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Capital Wealth Advisors
787 5th Avenue South
Naples, FL 34102

Local Phone: 239-434-7434
Local Fax: 239-434-7494
Toll-Free: 800-539-9893
info@CapitalWealthAdvisors.com