Our Partners

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 available 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's logo.



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

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Managed Portfolios

CWP provides discretionary actively managed covered call strategies. Our 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.

 

Kevin Simpson

Sr. Portfolio Manager, Co-Founder

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Bio

Ryan Carney

Associate Trader, Compliance Officer

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Josh Smith

Lead Portfolio Manager, Head Trader

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Jeff Carney

CPA, Chief Compliance Officer

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Charles Sauer

CFP®, Regional Sales Director

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John Watkins

Co-Portfolio Manager, Trader

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James Stoddard

Operations Manager

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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