Family Office
Capital Wealth Planning, LLC
Naples, FL, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Capital Wealth Planning, LLC is a Naples, Florida-based investment advisory firm specializing in income-focused strategies, including covered call portfolios and dividend growth investing. Founded in 2005, the firm provides portfolio management and investment advisory services to high-net-worth individuals, institutions, and financial advisors. Capital Wealth Planning is recognized for its expertise in options strategies and has developed proprietary approaches to generating income and managing risk in equity portfolios.
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