Lee Duckworth

Our Mission

At Capital Wealth Management, we believe in building lasting relationships with our clients by providing personalized financial guidance and strategies to achieve their unique goals. We are committed to understanding your aspirations, prioritizing your needs, and delivering proactive strategies for securing your financial future.

Who We Are

Founded in 1989, Capital Wealth Management is an independent, registered investment advisory firm offering comprehensive wealth management services to individuals, families, and institutions. Our team of experienced financial professionals holds deep expertise in personalized wealth planning, investment management, and retirement planning. We are driven by a passion for helping our clients navigate the complexities of the financial landscape and achieve their financial goals.

Our Services

We offer a diverse range of services to empower our clients to achieve their financial aspirations. These include:

**Personal Wealth Management

• Comprehensive financial planning and goal setting
• Customized investment management
• Retirement planning and analysis
• Estate planning and wealth preservation strategies

**Retirement Planning & Investment Services

• 401k rollovers and optimization
• Pension planning
• Retirement investment strategies
• Alternative investments

Additional Services

• Tax optimization strategies
• Estate and philanthropy consultations
• Insurance reviews and recommendations

Our Approach

We take a collaborative and client-centered approach to wealth management. We work closely with you to:

• Understand your unique needs and goals
• Create a customized financial plan
• Regularly review and adjust your plan as your life and financial situation evolve
• Provide you with clear and concise communication throughout the process

Our Beliefs

• Integrity: We uphold the highest ethical standards and act in your best interests.
• Transparency: We provide clear and open communication about your financial plan and performance.
• Client-Centeredness: Your needs and goals are our top priority.
• Long-Term Focus: We believe in building lasting relationships and delivering sustainable results.

Contact Us Today

If you are seeking a trusted advisor to guide you on your financial journey, contact Capital Wealth Management today. We look forward to partnering with you to achieve your financial goals and secure your future.