At Capital Wealth Partners, we provide expert assistance in the following areas:
Investments
- Fee Based Asset Management / Wealth Management
- 401K Rollovers
- Mutual Funds
- Exchange Traded Funds (ETFs)
- Separately Managed Accounts (SMAs)
- Fixed Annuities
- Variable Annuities
- Traditional IRAs
- Roth IRAs
- Brokerage Accounts
- Check Writing
- Debit Cards
- Stocks
- 529 Accounts
- Real Estate Investment Trusts (REITs)
- Business Development Companies (BDCs)
Financial Planning
- Investment Management
- Pre and Post Retirement Planning
- Estate Planning
- College Planning
- Business Issues
- Business Succession
- 401k / Stock Option Planning
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Annuities
