Wells Fargo Advisors
Strategic Partner since 2010
STRATEGIES Managed on PLatform:
WFA | Private Advisor Network Platform - Dual Contract
- Concentrated Overlay - (Closed for New Assets)
- Enhanced Dividend Income Strategy | Inception 2013 - (Closed for New Assets)
- ETF Hedged Covered Call Strategy | Inception 2008 - (Closed for New Assets)
To learn more about the strategies being managed or to request any brochures, please contact us.
Disclaimer: This WFA link should not be considered to be either a recommendation by WFA or a solicitation of any offer to purchase or sell and security. WFA Private Advisor Network is not endorsing the use of our products. Entry level due diligence has been performed by WFA, 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.