Capital Wealth Planning, LLC

Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, Inc., the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

Website

http://www.capitalwealthplanning.com

External link for Capital Wealth Planning, LLC

Industry

Investment Management

Company size

11-50 employees

Headquarters

Naples, Florida

Type

Privately Held

Founded

2005

Specialties

Growth and Income Investing, Dividend Investing, Retirement Planning, and Covered Call Strategist