Our Company
Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making.
Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, we mitigate risk and moderate the impact of taxes and inflation.
We manage assets on behalf of our clients through our Registered Investment Advisory firm, Capital Wealth Management, LLC. Capital Wealth Management is independently owned and managed by the Principals of the firm.
See our affiliate office
Integrated WealthCare
3211 Shannon Road, Suite 420
Durham, NC 27707
Phone: 866-694-6292