# Capital Wealth Planning Services

Capital Wealth Planning Services is a Multi Family Office based in Brunswick, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Brunswick, United States
- **Region:** North America
- **Address:** Naples, FL, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** cwpservices.com

## Regulatory record

- **CRD number:** 282475
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282475

## About

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.

## 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.

## Related profiles

- [Capital Investment Management](https://altss.com/profile/capital-investment-management-inc)
- [CardConnect Corp.](https://altss.com/profile/cardconnect-corp)

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Last updated: 2026-07-06T01:24:13.527Z

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