Kevin Simpson and Kent Elwell of Capital Wealth Planning would like to say thank you for inviting CWP to speak at the continuing education….
This is the 2nd year that CWP is participating and we could not be happier....
Jim Blakeslee - Director of National Accounts had the opportunity to discuss the current state of the market...
Are you offering the best options for your clients? Often times, financial advisors have chosen investment products primarily for the compensation
CWP strives to be an industry leader in customer service and support. Our portfolio managers are happy to assis
Morningstar’s rating for separate accounts offers a clear, quantitative assessment based on past performance that includes both return and risk
The Advanced Wealth Management Symposium is for experienced advisors with practices that currently manage multiple $5 million-plus households looking to grow this segment.
The new President-elect Donald Trump’s emphasis on “America First” with plans to cut corporate taxes, reduce business
64% of responding financial advisors plan to increase use of SMAs over the next two years.
We are excited to be part of the investment line up that is available exclusivley to Raymond James Advisors
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