Capital Wealth Advisors
Capital Wealth Advisors is an independent financial advisory firm serving high-net-worth families and entrepreneurs. Founded in 2004, CWA is a comprehensive wealth, insurance, and estate planning firm that aims to deliver a more personalized and collaborative wealth management experience. CWA provides a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. The firm has experienced significant growth, expanding its team to over 50 professionals and managing approximately $3.3 billion in assets as of February 28, 2025.
ABOUT CAPITAL WEALTH ADVISORS
Founded in 2004, the firm has expanded its presence with additional offices in Charlotte and Cary, North Carolina, and New Orleans, Louisiana.
CWA has been recognized for its rapid growth, securing a spot on the Inc. 5000 list of fastest-growing private companies in America for seven consecutive years.
The firm has also been recognized by Forbes America's Top RIA Firms in 2024.
CWA SOLUTIONS
CWA utilizes a four-step approach to create a personalized roadmap tailored to your values and goals.
Wealth Advisory.
The firm develops custom investment strategies for families seeking to build and maintain wealth for future generations.
Estate and Legacy Planning.
The firm works with families to optimize their future financial impact and leave a lasting legacy for preferred causes and multiple generations of loved ones.
CWA Brokerage has access to 80+ life, long-term care, disability, and annuity carriers.