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Capital Wealth Management Group

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United States

Founded in

2014 (11 Years)

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Get to know Capital Wealth Management Group

Founded in 2002, Capital Wealth Management, LLC is an independent, employee-owned investment advisory firm based in New York City. The company operates as a fiduciary, serving the complex financial needs of high-net-worth individuals, families, foundations, and endowments. Their core mission is to provide objective, conflict-free advice and build customized investment portfolios designed to preserve and grow clients' capital over the long term, offering services that include investment management, financial planning, and philanthropic guidance.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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