As co-founder, Managing Partner, President & Chief Executive Officer of Capital Wealth Advisors, Bill is dedicated to building relationships with families marked by listening, caring, and an unwavering commitment to guiding clients toward the future they seek.
Bill’s career has spanned more than 25 years. Throughout that time, Bill has worked with some of the nation’s wealthiest families. Bill leads a team of over 60 professionals focused on guiding families through asset management, risk management & estate planning.
Prior to founding CWA in 2004, Bill served as Partner of First Financial Resources in Naples, FL from 1998-2003, and Director of Estate Planning at Creative Asset Services in Pittsburgh, PA.
Bill and his wife, Nena, are deeply committed to giving back to the community. 20 years ago, they started the CWA Annual Turkey Drop, which has provided over 30,000 meal boxes to feed families across Southwest Florida during the holidays. They are also actively involved with the Naples Children & Education Foundation, which is dedicated to improving the lives of at-risk and underprivileged children in Collier County, Florida. Also, Bill is a passionate supporter of West Virginia University athletics.
Trademarks and logos contained herein are owned by Capital Wealth Advisors, Inc and CWA Asset Management Group, LLC. No part of this publication may be reproduced without expressed written permission from Capital Wealth Advisors, Inc. and CWA Asset Management Group, LLC.
CWA Asset Management Group, LLC are registered investment advisers.
Capital Wealth Advisors (“CWA”) is not implying an affiliation, sponsorship, endorsement with/of any third party or that any monitoring is being done by CWA of any information contained within the website. CWA is not responsible for the information contained on a third-party website or the use of or inability to use such site. Nor does CWA guarantee the accuracy or completeness of any third-party website.
You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.
Want to speak with us now? Give us a call at (866) 601-3031.
