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Capital Wealth Planning Services
CAPITAL WEALTH PLANNING SERVICES is a state-registered investment adviser in BRUNSWICK, ME. The firm manages approximately $50 million in regulatory assets.
Capital Wealth Planning Services
CAPITAL WEALTH PLANNING SERVICES is a state-registered investment adviser in BRUNSWICK, ME. The firm manages approximately $50 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1985
Location
Region
North America
Country
United States
City
Brunswick
Corporate office
Naples, FL, United States
Frequently asked questions
How does Capital Wealth Planning Services structure its investment program?
The firm functions primarily as an allocator and investment advisor rather than a direct investor. Client portfolios are diversified across equities, fixed income, alternative investments, and private real estate or private equity funds accessed through external managers. A tax-sensitive overlay is central to the advice model, reflecting the firm's multi-generational client base and the income-planning priorities of wealthy families in the Florida market.
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