Our Approach

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

We’re here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.


Background and qualification information is available at FINRA's BrokerCheck website


2015 TOMmy Award

The Tradition of Music Award, also known as"the TOMmy" after Brat Fest’s founder Tom Metcalfe is awarded each year at Brat Fest. The 2015 recipient was Capital Wealth Advisor Group’s own Andy Davis. Andy also devotes his time to four nonprofit organizations: The Madison Youth Performing Arts Foundation, Richland Rejuvenates, Rockton Rejuvenescence, and the Capital Wealth Advisory Group Foundation. Over the last ten years, Andy and Madison Youth Performing Arts Foundation have helped to transform Brat Fest from a tailgate in the Metcalfe's parking lot into the largest free music festival in the world1. Congratulations Andy, and thank you for everything you do for your clients, coworkers, and community.


Madison Youth Performing Arts Foundation, Richland Rejuvenates, Rockton Rejuvenescence, Capital Wealth Advisory Group Foundation activities are not endorsed by or affiliated to Ameriprise Financial. Also, these activities are not associated to a broker-dealer or investment advisory firm.

1: Source: Madison Youth Performing Arts Foundation, www.mypaf.org, August 2015

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)