Capital Wealth Planning, LLC is an SEC registered investment adviser based in Naples, FL. They offer a range of services including managed portfolios, dividend paying stocks, income portfolios, covered calls, and cash secured puts. Their expertise lies in providing discretionary investment advisory portfolio management services to individuals and institutional investors, either directly or through wire houses via wrap platforms.
With a focus on delivering personalized investment solutions, Capital Wealth Planning aims to help clients achieve their financial goals. They take into account factors such as underlying investments, dividend yield, option market liquidity, interest rate levels, and client risk tolerance to create tailored strategies. While past performance is not indicative of future returns, their team of professionals work diligently to provide sound investment advice and manage risk effectively.
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