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Capital Wealth Advisors Overview
Type
Multi Family Office
Year Founded
2004
General Information
Capital Wealth Advisors is a multi-family office headquartered in Naples, United States. Founded in 2004 by insurance and investment professionals Bill Beynon and Blaine Ferguson, the firm advises entrepreneurial and ultra-high-net-worth families on wealth preservation, estate planning, and risk-managed investment portfolios. Its team of more than 50 professionals also coordinates tax, succession, and philanthropy strategies across affiliate offices in Charlotte, New Orleans, and Cary, delivering integrated oversight of complex balance sheets.
Contact Information
Website:
http://www.capitalwealthadvisors.com
Year Founded:
2004
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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