Capital Wealth Planning is an independent, fee-only Investment Advisory firm registered with the Securities and Exchange Commission. CWP provides sub-advisory investment services to high net worth individuals, pensions, profit sharing plans, trusts, estates, charitable organizations, and corporations. CWP’s strategic focus is concentrated on providing proprietary investment products and services for institutional investment platforms.
Capital Wealth Planning exists at the forefront of implementing covered call strategies on our proprietary ETF Income and Enhanced Dividend Income Portfolios, as well as concentrated equity holdings.
Above all else, CWP strategic partners and clients are our number one priority and our firm takes that very seriously. CWP’s success is dependent upon our clients' satisfaction. Our firm to establishes highly personalized sub-advisory relationships, coupled with customized portfolios composed of innovative investment opportunities, which generate monthly cash flow and reduce risk in the client’s portfolio – less