Our advisors provide independent financial planning and wealth management services to help clients grow and preserve assets. 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. No offers may be made or accepted from any resident outside the specific states referenced. 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.
Cambridge and Capital Wealth Advisors are not affiliated. No offers may be made or accepted from any resident outside the specific states referenced. 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.
Services
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.
Since 1995, Mike Estes and the Capital Wealth Advisors team has hosted a three day golf charity tournament filled with CWA clients, friends and family all coming together for fellowship and to raise much needed funds for research. A Patron's party is held on the first Sunday night in June before tournament play on Monday and concludes with a silent and live auction at the Governors Club Golf House, Brentwood, TN.
Your individual investment plan is designed to integrate and align with the financial goals you establish for you and your family. The asset allocation for your plan considers your personal risk tolerance as well as the level of risk against your financial goals. Modifications are made to your investment plan as required on a periodic basis.
CWA eMoney is an internet based financial planning and aggregation system. Organize your financial life with your own wealth management portal and stay connected to your finances and with your financial advisor at CWA.
CWA's internet based performance reporting tool (CIRStatements) allows you to easily consolidate and organize all your investment accounts, generate in-depth reports and access your accounts anytime from anywhere in the world on our secure website!With Riskalyze, we can help you calculate your risk number, align your portfolio and meet your retirement goals.
CWA's internet based performance reporting tool (CIRStatements) allows you to easily consolidate and organize all your investment accounts, generate in-depth reports and access your accounts anytime from anywhere in the world on our secure website!With Riskalyze, we can help you calculate your risk number, align your portfolio and meet your retirement goals.
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