When it comes to your financial future you need someone with knowledge, experience and integrity to assist you in accomplishing your financial mission. The financial advisors at Capital Wealth Management can be a valuable resource - helping you develop retirement and wealth transfer plans to help preserve and protect your financial independence.
Services
Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting our business. These firms also strengthen our relationship with you by providing the resources we need to better serve you.
Jim is a registered representative and investment advisor representative with Cetera Advisor Networks LLC, and CEO of Capital Wealth Management, LLC. Matthew Laverone is an Investment Advisor Representative with Cetera Advisor Networks LLC and a licensed Life and Long Term Care insurance agent. Having entered the financial services industry in 2005, Matthew has built a clientele.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
There are many financial products in the market, and choosing the ones that best meet your needs can be complicated. That's where the associates at Capital Wealth Management can help. They can offer professional financial advice to help you choose those products that reflect your current and future goals.
Cetera Investment Management delivers a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape. These include thought leadership on the latest detailed market information as well as investment perspectives, asset allocation strategies, and investment ideas and recommendations.
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