Mission & Philosophy

Our Philosophy

CWA recognizes that one of the most important components to a relationship is communication. No matter what the portfolio size, access and communication with your advisor is the foundation of our client relationships. As your advocate, we start by listening to our client’s individual goals and values. Then we develop and help you implement strategies to manage wealth and plan for the different stages in life and retirement. Our technology provides unique access to track and report progress, while keeping our clients on track with their financial goals.

Our Mission

Capital Wealth Advisor’s mission is to build, implement, and monitor customized investment, estate, and business plans that meet the unique goals and personal objectives of our clients. We deliver these solutions using leading money managers, insurance companies and technology.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capital Wealth Advisors are not affiliated.This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Capital Wealth Advisor makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Capital Wealth Advisor