Founded in 2005 by Kevin Simpson, Capital Wealth Planning, LLC is an independent investment advisory firm headquartered in Naples, Florida. The company focuses on providing customized investment management and financial planning services to a clientele of high-net-worth individuals, families, and institutions. They are particularly known for their expertise in option-based strategies, including their flagship Enhanced Dividend Income Portfolio which utilizes a covered call writing strategy to generate income and manage risk. Their mission is to preserve and grow client wealth through disciplined, research-driven investment approaches and personalized service.

Founded in

United States