Charlotte, North Carolina
Located in Charlotte’s SouthPark business district, our Charlotte, NC office serves clients across the greater Charlotte area with wealth management, financial planning, estate & legacy planning, and asset protection services.
Directions & How to Find Us
Phone:(704) 496-9238
Hours: Monday – Friday: 8:30 am – 5:00 pm ET
Our office address is listed above, simply enter it into your preferred mapping app for directions. You can also search “Capital Wealth Advisors” along with the city name to pull up the location quickly.
For clients outside our office areas, or those who simply prefer the flexibility, virtual meetings are available by phone or video – giving you access to our team from wherever you are.
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, not product quotas.
- 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.
Build your financial future.
Our team brings decades of experience across wealth management, asset protection, legacy planning, and financial planning. We work with clients to build thoughtful strategies around their goals, priorities, and long-term financial picture.
Talk to an Advisor
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 and indicate your preferred location or request a virtual meeting.
