Who We Serve

We provide service to individuals and families who as a result of their financial success need customized and tailored solutions on wealth accumulation and protection strategies along with multi- generational estate and insurance planning.

CWA clients are typically high net worth individuals such as business owners, CEOs, company executives, medical, dental, and legal professionals, music industry professionals, and artists.

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