Capital Advisors Wealth Management, LLC provides Wealth Management and Advisory Services, including Comprehensive Financial Planning and Investment Management. We strive to offer services that meet our clients’ current needs as well as future plans.

We recognize that along with financial success comes increased responsibilities and complexity. At CAWM, we provide an established and methodical approach to managing all aspects of our clients’ financial situations. By doing so, we can exploit the critical interdependencies among investments, income and estate taxes, providing income for retirement, estate planning, trust administration, investment analysis and asset allocation, risk management, pre- and post- retirement, insurance analysis and services, as well as business counseling and philanthropic decision-making, if appropriate. We recognize that our clients have unique financial needs and goals that change over the course of time, so we offer a wide array of products and services. We also help our clients with the solutions they need to transfer wealth to their loved ones, establish a trust, scholarship or foundation, or to simply help them to manage their finances on a daily basis.

We have developed a Strategic Alliance Network to ensure that we provide the highest quality advice and services to our clientele. This network includes Tax Attorneys, CPA(s), and Estate Attorneys, and other professionals. We will utilize the expertise of these professionals at certain times for your convenience if needed.