Capital Wealth Advisors Claim this business
About
Capital Wealth Advisors is a consultant located in Naples. They offer finance and service services. Rated 4.7 stars from 6 Google reviews.
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- Address9130 Galleria Ct Third Floor, Naples, FL 34109, USA, Naples 34104
- Service Areas
- Phone(239) 434-7434
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Reviews
I've had the pleasure of working closely with Jamie Love at Capital Wealth Advisors, and the experience has been exceptional. Jamie is incredibly knowledgeable, professional, and truly cares about helping clients achieve their financial goals. We routinely refer clients back and forth, and I always have full confidence that those I send to Jamie will receive outstanding service. The team at Capital Wealth Advisors, led by their impressive CEO, exemplifies professionalism and expertise. I highly recommend them to anyone looking for trusted financial guidance and long-term planning solutions.
In 2020 I retired and decided to make the move to St Petersburg to enjoy the weather and pursue my desire to travel to places I didn't have the time to go while I was working. I researched financial advisors who I wanted to oversee my finances which would allow me time to enjoy all my interests. I narrowed my search to Capital Wealth Advisors and I spoke to one of their experts who asked all the pertinent questions to ascertain my needs keeping the Florida tax laws into consideration. I could feel his passion, knowledge and a genuine interest in achieving the best for me which is what I think makes a truly professional Financial adviser. Capital Wealth Advisors has this and more. Their dedication to clients, understanding of our unique situations I believe sets them apart and I would highly recommend them to anyone wanting to achieve a better financial outcome.
We have been working with Jamie Love for quite some time now and I have to say he is outstanding in so many ways. His guidance and knowledge have been invaluable. I highly recommend working with Jamie if you have the opportunity to do so!
I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.
I have been with James Love at Capital Wealth Advisors for several years and am so thankful for his knowledge, expertise and compassion. We rely on him and have not been disappointed in the decisions and help he has given.