Our Locations
At Capital Wealth Advisors, we believe access matters. Our advisors serve clients across the country – with offices in Florida, North Carolina, and Pennsylvania, plus virtual support for clients nationwide. Whether you prefer to meet face-to-face or connect online, we make it easy to get the guidance you need.
Naples, FL (Headquarters)
Address: 9130 Galleria Court, Third Floor, Naples, FL 34109
Phone: (239) 434-7434
Hours: Monday-Friday: 8:30am – 5:00pm ET
Cary, NC
Address: 5000 Centregreen Way, Suite 500, Cary, NC 27513
Phone: (704) 496-9238
Hours: Monday-Friday: 8:30am – 5:00pm ET
Charlotte, NC
Address: The Rotunda Building, 4201 Congress Street, Suite 140, Charlotte, NC 28209
Phone: (704) 496-9238
Hours: Monday-Friday: 8:30am – 5:00pm ET
Johnstown, PA
Address: 999 Eisenhower Blvd, Suite H, Johnstown, PA 15904
Phone:(239) 434-7434
Hours: Monday-Friday: 8:30am – 5:00pm ET
Erie, PA
Address: 2626 W 8th Street, Erie, PA 16505
Phone: (866) 601-3031
Hours: Monday-Friday: 8:30am – 5:00pm ET
Full-Service Wealth Management, Available Nationwide
Clients outside our primary locations can access our full suite of services, including wealth management, financial planning, estate & legacy planning, and risk management. Our remote support is designed to feel just as personal as an in-office visit. Choose the meeting style that fits you best.
Why Clients Choose Capital Wealth Advisors
Selecting a financial partner is one of the most important decisions you can make. Clients come to Capital Wealth Advisors seeking guidance rooted in experience, integrity, and a genuine understanding of what matters most to them. Here’s what defines our approach:
- A Personalized Approach to Your Financial Life – Every client brings a unique story, set of goals, and vision for the future. We take the time to understand yours and build a strategy designed around your life — not a generic template.
- Independent, Objective Guidance – As an independent firm, our focus is on you. Our recommendations are shaped by experience and research.
- Comprehensive Wealth Planning – From retirement and portfolio management to estate structuring and legacy planning, we work across the full picture of your financial life in an effort to help protect what you’ve built and plan thoughtfully for what’s ahead.
- Flexible Access, Consistent Service – Whether you prefer to meet in person at one of our locations, by phone, or via video, our team is accessible in the way that works best for you.
- Relationships Built on Trust – We take time to understand your goals, concerns, and priorities — and we’re here not just to manage assets, but to support you through the financial decisions that matter most.
Get in Touch
Whether you’re in Florida, North Carolina, Pennsylvania, or anywhere else in the country, we’re here to help you pursue your financial goals – on your terms. Give us a call, send us an email, or schedule a consultation – we make it easy to connect however works best for you.
Phone: (866) 601-3031 or email at info@capitalwealthadvisors.com
To meet with an advisor, use the contact form below and indicate your preferred location or request a virtual meeting.
Additional Markets
In addition to our offices, we serve clients across many cities throughout the U.S., including but not limited to:
- Asheville, NC
- Boca Raton, FL
- Cleveland, OH
- Ft. Myers, FL
- Greenville, SC
- Jacksonville, FL
- Miami, FL
- Nashville, TN
- New Orleans, LA
- Omaha, NE
- Orlando / Winter Park, FL
- Pittsburgh, PA
- Raleigh, NC
- Sarasota / Bradenton, FL
- Tallahassee, FL
- Tampa / St. Petersburg / Clearwater, FL
- West Palm Beach, FL
- Winston-Salem, NC
