Charles Schwab Advisors

Strategic Partner since 2012


Schwab | Marketplace Platform - Dual Contract

  • Enhanced Dividend Strategy (ENHDIV)  |  Inception 2013
  • ETF Hedged Covered Call Strategy  |  Inception 2008
  • Concentrated Overlay Strategy

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Disclaimer: This Charles Schwab link should not be considered to be either a recommendation by Charles Schwab or a solicitation of any offer to purchase or sell a security.  Charles Schwab is not endorsing the use of our products. Entry level due diligence has been performed by Charles Schwab, but there is no analyst that has currently been assigned to our strategies. Advisors should complete their own due diligence before hiring Capital Wealth Planning, LLC as a third party money manager.