Capital Wealth Planning

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Capital Wealth Planning

Capital Wealth Planning

@cwp_advisor

CWP is a fee-based, SEC Registered Investment Advisory firm, specializing in managing separate accounts through proprietary equity strategies. @coveredcalls.

Naples, FL Katılım Nisan 2015
21 Takip Edilen2.2K Takipçiler
Capital Wealth Planning
Capital Wealth Planning@cwp_advisor·
We're excited to be attending the 9th Annual Steward Partners Symposium at the Diplomat Beach Resort! Stop by and visit our team in the Grand Ballroom Foyer. Our CEO & Founder, Kevin Simpson, will be speaking during a breakout session on June 11 in Atlantic Ballroom 1.
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Capital Wealth Planning
Capital Wealth Planning@cwp_advisor·
Kesia Sondrini and Yerania Carney are at the 2025 Raymond James Women's Symposium, in the Mediterranean ballroom. Come and visit them! Kevin Simpson, our CEO/Founder, will be speaking at a breakout session today at 1:20 pm in the Mediterranean 3 room.
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Capital Wealth Planning
Capital Wealth Planning@cwp_advisor·
Today, we honor and remember those lives that were lost on September 11, 2001.
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Capital Wealth Planning
Capital Wealth Planning@cwp_advisor·
Happy Fourth of July! 🇺🇸 Wishing you a peaceful and prosperous Independence Day, from us here at Capital Wealth Planning.
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