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Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, Inc., the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

View Top Employees from Capital Wealth Planning, LLC
Website http://www.capitalwealthplanning.com
Revenue $7 million
Employees 33 (33 on RocketReach)
Founded 2005
Address 9015 Strada Stell Ct. Suite 203, Naples, Florida 34109, US
Phone (239) 593-2100
Fax (239) 593-2110
Technologies
Industry Investment Management, Finance General, Growth and Income Investing, Finance, Dividend Investing, Retirement Planning, Covered Call Strategist
Web Rank 12 Million
Keywords Capital Wealth Planning Naples Fl, S23 Capital Wealth Management, Does Morningstar Mutual Fund Data Include Separate Accounts?, Capital Wealth Planning, Llc, Financial Planner Challenges
Competitors Cleveland Hauswirth Investment Management Inc., Cutwater Asset Management, Goelzer Investment Management, Ponder & Co., Post Oak Energy Capital
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

Capital Wealth Planning, LLC Questions

The Capital Wealth Planning, LLC annual revenue was $7 million in 2024.

Kevin Simpson is the Founder of Capital Wealth Planning, LLC.

33 people are employed at Capital Wealth Planning, LLC.

Capital Wealth Planning, LLC is based in Naples, Florida.

The NAICS codes for Capital Wealth Planning, LLC are [52, 52393, 523, 5239].

The SIC codes for Capital Wealth Planning, LLC are [628, 62].

Top Capital Wealth Planning, LLC Employees

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