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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

From Our Practice

Since 1978, Capital Wealth Advisory Group has been a trusted private wealth financial advisory practice. Our team is dedicated to exceeding your expectations through personalized service tailored to your unique needs. Having strong relationships with our families, friends, clients, and communities means everything to us.

We connect with our clients as partners; meeting you where you are while providing care, clarity, and more confidence in your financial plan. Our commitment to your financial well-being allows you to focus on what matters most. Whatever your needs, however long the journey, we’re with you.


To inspire others to create a fulfilling future for themselves, their families and their community.


We care for our clients’ financial well-being so they can spend time on what matters most.

Core Values & Guiding Principles:

Integrity - We maintain confidences, meeting commitments, and adhere to high ethical and industry standards.

Client Service Orientation - We are care about the financial well-being of every client and their family. The client is always the focus.

Teamwork - We value each other. We work collaboratively to utilize each other’s abilities, grow as a team, and achieve common goals together.

Family & Community - We aspire to be something bigger than ourselves. We are stewards to our clients, team members, their families, and our community.

Growth - We encourage personal, professional, and financial growth for our clients and team members.

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Honored to be recognized in Forbes

All of us at Capital Wealth Advisory Group are proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.