Washington Wealth Management Competitors

At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day after. __________ CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA & NC). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

INDEPENDENT Wealth Advisory Services is an independent wealth advisory firm which means that we make portfolio decisions based on our clients’ unique needs. Unlike some larger, Wall Street firms who compensate their advisors based on using certain products, we don’t operate that way. We work for our clients and their best interests 100 percent of the time. CLIENT-FOCUSED Our clients never have to wonder how their portfolios are doing or what actions they should be taking based on changing life circumstances. We proactively manage our clients’ accounts and strive for transparency and easy communications. We are committed to helping individuals and families in the Greater Philadelphia area grow and protect their financial assets in order to live life according to their terms. EXPERIENCED The founding Partners of Wealth Advisory Services each gained over 20 years of wealth advisory experience working for a large, Wall Street investment firm. For our clients, experience combined with true passion for helping people realize their dreams are the essential elements that sets Wealth Advisory Services apart from other bulge bracket and independent financial advisors. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Wealth Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wealth Advisory Services. For a list of states in which we are registered to do business, please visit www.wealthadvisoryservices.com.

SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.