Entities

CapWealth

CapWealth

CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions tailored for each client. Founded in 2000, CapWealth specializes in preserving, growing and distributing assets over their clients’ lifetimes. With over $1 billion in client assets under management, they are one of the nation's leading independent wealth managers, and as a privately owned, independently managed firm. CapWealth’s specialties include Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education and Personal Financial Planning.