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Home Strategies Enhanced Dividend SMA ESG Enhanced Dividend SMA Hedged ETF Covered Call SMA Tactical Transition Platforms & Custodians Raymond James Charles Schwab Janney RBC R.W. Baird Wells Fargo Advisors BB&T Stifel Benjamin F. Edwards Securities America Interactive Brokers LPL Financial Team CWP Team Executive Team National Team
Capital Wealth Planning, LLC
Covered Call Specialist
Capital Wealth Planning – Ranked in top 50 of fastest growing RIA’s in the country

Capital Wealth Planning, LLC (“CWP”) was recognized in Financial Advisor Magazine’s 2018 RIA Survey & Ranking as one of the top 50 fastest growing SEC registered investment advisors in the country

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John WatkinsOctober 18, 2018Capital Wealth Planning, LLC
CWP and Kerr Investment Group of Janney Host the CPA Society

Kevin Simpson and Kent Elwell of Capital Wealth Planning would like to say thank you for inviting CWP to speak at the continuing education….

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John WatkinsMay 16, 2018Cedarbrook Country Club
CWP Participates in Raymond James AMS Regional and National Meetings

This is the 2nd year that CWP is participating and we could not be happier....

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John WatkinsOctober 16, 2017
CWP Presents at 4th Annual RJFA Northeast ICD Regional Summer Symposium

Jim Blakeslee - Director of National Accounts had the opportunity to discuss the current state of the market...

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John WatkinsJune 20, 2017Nemacolin Woodlands Resort
Determining Which Investment Products will be Best for Your Clients | Naples Florida

Are you offering the best options for your clients? Often times, financial advisors have chosen investment products primarily for the compensation

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John WatkinsApril 28, 2017Capital Wealth Planning, LLC
How CWP Can Help Advisors Build Their Book of Business

CWP strives to be an industry leader in customer service and support. Our portfolio managers are happy to assis

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John WatkinsMarch 31, 2017Capital Wealth Planning, LLC
What is the Morningstar Rating for SMA portfolios?

Morningstar’s rating for separate accounts offers a clear, quantitative assessment based on past performance that includes both return and risk

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John WatkinsMarch 17, 2017Capital Wealth Planning, LLCMorningstar Rating, Capital Wealth Planning, Enhanced Dividend Income Potfolio, Wealth Manager, EDIP, dividends, Covered Call Startegy
RJCS Advanced Wealth Management Symposium | Orlando FL

The Advanced Wealth Management Symposium is for experienced advisors with practices that currently manage multiple $5 million-plus households looking to grow this segment. 

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John WatkinsFebruary 1, 2017
As 2016 Draws to a Close, the Dow, S&P 500 and NASDAQ Cap with Double-Digit Growth

The new President-elect Donald Trump’s emphasis on “America First” with plans to cut corporate taxes, reduce business

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John WatkinsJanuary 13, 2017Capital Wealth Planning, LLC
DOL Pushes Increasing SMA Demand: Maximize Exposure of your WRAP Products

64% of responding financial advisors plan to increase use of SMAs over the next two years.

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John WatkinsJanuary 11, 2017Capital Wealth Planning, LLC
Kevin Simpson of Capital Wealth Planning Presents at AMS Top Advisor Symposium in New Orleans | Lousiana

We are excited to be part of the investment line up that is available exclusivley to Raymond James Advisors

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John WatkinsDecember 14, 2016Capital Wealth Planning, LLCKevin Simpson, AMS, Raymond James, Wealth Management Symposium, New Orleans, Managed Account, Enhanced Dividend Income Potfolio
Day Two | AWM Symposium | Raymond James | Memphis Tennessee

Today Chief Investment Officer and Founder Kevin Simpson took the stage to present to a fine group of Raymond James Advisors

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John WatkinsNovember 3, 2016Capital Wealth Planning, LLC
Capital Wealth Planning Kicks off at the Raymond James Advanced Wealth Management Symposium | Memphis Tennessee

This morning marks the beginning of the Advanced Wealth Management Symposium hosted by Raymond James. Kevin Simpson of Capital Wealth Planning will be guest spreaking.

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John WatkinsNovember 2, 2016Capital Wealth Planning, LLC
2016 AMS RJCS - CWP Regional Meeting Event Schedule

Please attend our Presentation on Enhancing Income with Dividends & Covered Calls at these upcoming Raymond James Meetings.

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John WatkinsSeptember 12, 2016Capital Wealth Planning, LLC
Financial Advisors: How To Build Trust

Transparency builds trust. The most effective marketing can be simply telling the truth instead of some crafty messaging engineered to sell anything to consumers, even if it is not actually beneficial or necessary for them.

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John WatkinsAugust 5, 2016Capital Wealth Planning, LLC
2016 Grouper Slam | 200 lb Goliath Grouper | Naples Florida

It was great to see such a great turnout this year for the 2nd Annual Grouper Slam 2016. There were 30 boats that competed this year.

 

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John WatkinsJuly 15, 2016Capital Wealth PlanningGrouper Slam, Blessing in a backpack, Goliath Grouper, Black Grouper
Brexit: UK’s Historic Referendum Prompts Decline in Markets but Offers Opportunity

While it will take several months and possibly years to know the full long-term impact of this decision on Britain, the EU and also the U.S., the current impact on the U.S. is not expected to change much. The U.S. remains in a stable environment of low growth and low interest rates.

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John WatkinsJune 24, 2016Capital Wealth Planning, LLCBrexit, Brexit vote, eu, dollar, pound, treasuries
Why Smart Advisors Are Using WRAP SMA Platforms for Actively Managed Covered Call Strategies

Financial Advisors can help their investors recieve value by utilizing an actively traded strategy with covered calls in a WRAP account

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John WatkinsJune 3, 2016Capital Wealth Planning, LLCSavings, Strategy, WRAP Account, Trading
Vote CWP for the SWFL Choice Awards and We Will Make a Donation to our Local United Way!

Each year the Naples Daily News holds the SWFL Choice Awards. We are competing for "Best Wealth Manager" this year and would greatly appreciate your vote!

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John WatkinsMay 27, 2016Capital Wealth Planning, LLCNaples Daily News, SWFL Choice Awards, Naples, Florida, Wealth Manager, united way, united way lee county
Prospecting: How We Can Help Financial Advisors Build Their Book of Business?

Being successful as a Financial Advisor requires both preparation and effective messaging

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John WatkinsMay 25, 2016Capital Wealth Planning, LLCMarketing, Capital Wealth Planning
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Capital Wealth Planning
1016 Collier Center Way Suite 200,
Naples, FL, 34110,
United States
info@capitalwealthplanning.com
Hours

Form ADV 2

Privacy Policy

Business Continuity Plan

INSTITUTIONAL MONEY MANAGER & COVERED CALL ADVISOR NAPLES FLORIDA

At Capital Wealth Planning, LLC, we work as an institutional money manager in Naples Florida, offering institutional wire houses and regional broker-dealers throughout the country covered call portfolios through managed account WRAP platforms. The services provided are that of an registered investment advisor and include: managed portfolios, dividend paying stocks, income portfolio, covered call, cash secured puts and many others.

DISCLAIMER

IMPORTANT NOTE: Capital Wealth Planning, LLC, (CWP) is an SEC registered investment adviser. Capital Wealth Planning, LLC only transacts business in states where it is properly registered or in compliance with applicable state regulations. Individualized responses that involve actual or contemplated securities transactions or the rendering of personal investment advice for compensation will not be made absent compliance with all applicable investment adviser regulation requirements. Please contact the sender if there are any questions.

Capital Wealth Planning and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which it maintains clients. Capital Wealth Planning may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any illustrations used in this website are hypothetical. The results achieved by individual clients will vary and will depend on a number of factors including the particular underlying investments and their dividend yield, option market liquidity, interest rate levels, implied volatility, and the client's expressed return and risk parameters at the time the service is initiated and during the term. Past performance is not a guarantee of future returns. Investing in options involves risk that must be considered and reviewed with a professional prior to investing. This website is not intended for the giving of investment advice to any single investor or group of investors.

Covered call option cash flow for any portfolio will vary depending on actual portfolio positions, option premiums received, individual security price volatility, and general stock market volatility. Positions covered by call options may be called away, creating realized capital gains or losses. Cash flow is not guaranteed over any period. More information may be found in CWP’s Form ADV.

Option trading is not suitable for all investors.  The booklet “Characteristics and Risks of Standardized Options” can be found at: http://www.optionsclearing.com/components/docs/riskstoc.pdf . Hard copies of the same booklet may be ordered by calling 1-888-678-4667 or writing OCC, 1 North Wacker D. STE 500 Chicago, Il 60606.

RISKS TO CONSIDER:

While CWP takes considerable care in reducing the possibility of having shares called away, there can be no guarantee that the owner of the call option will not exercise the option prior to CWP’s repurchase of the sold option.

The actual income from the strategy will depend, to a large extent, on the target price of the underlying security. Therefore, the amount of incremental cash yield is predominantly determined by investors’ individual risk tolerances and willingness to sell the underlying position.

Covered call writing can provide limited downside protection. It does not, however, eliminate downside risks. Options involve risk and are not suitable for all investors. Prior to opening an account with Capital Wealth Planning, clients are required to understand the risks associated with the purchase or sale of options by receiving the Options Clearing Corporation Publication, “Characteristics and Risks of Standardized Option Trading”. Copies of this document may be obtained by your Financial Advisor or the Option Clearing Corporation.