Capital Wealth Management
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
195 Danbury Rd Ste 100, Wilton, Connecti...Phone Number
(203) 563-0665Website
www.capitalwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Wealth Management
Capital Wealth Management provides financial and retirement planning services to individuals and families in Glastonbury and Wilton, Connecticut. Their experienced team of CFP® professionals offers personalized guidance in areas such as investment management, tax planning, and estate planning, with a special focus on supporting women through financial transitions. The firm aims to help clients navigate their financial futures by creating tailored financial roadmaps that align with their goals and life stages. Capital Wealth Management is dedicated to guiding clients through retirement planning, investment strategies, and comprehensive financial planning.Explore more
Capital Wealth Management Org Chart
MS
Administrative Coordinator
SS
Client Services Coordinator
EZ
Client Services Associate
TR
Client Services Associate
KH
Client Services Associate
AS
Investment Customer Experience Analyst
LH
Administrative Assistant
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Capital Wealth Management provides financial and retirement planning services to individuals and families in Glastonbury and Wilton, Connecticut. Their experienced team of CFP® professionals offers personalized guidance in areas such as investment management, tax planning, and estate planning, with a special focus on supporting women through financ... Read More
