Managed Account Platforms

Capital Wealth Planning is an SEC fee-based Registered Investment Advisory firm. We specialize in managing discretionary strategies that are available to institutional wealth management platforms through separately managed account solutions. Currently, our investment strategies are managed at the following regional broker-dealers and institutional wire house SMA platforms. To get additional information on the platform and strategies available, click on your firm.



We provide our partners with great customer service. team work. a dedicated support team.

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Managed Portfolio

 Our covered call SMA strategies are offered on institutional wire house and regional broker-dealer WRAP platforms at a price point where investors receive value.

 

Option Overlay

Looking for a tailored overlay strategy for your portfolio? View our list of strategies and determine what is right for your risk objectives.

Contact Us

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted partner.


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Phone: 239-593-2100

Fax: 239-593-2110

Email: KSimpson@CapitalWealthPlanning.com

1016 Collier Center Way Suite 101, Naples Florida, FL 34110