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BECOMING A CAPITAL WEALTH ADVISOR

Capital Wealth Alliance empowers advisors across the nation to create their own success and prosperity

BECOMING A CAPITAL WEALTH ADVISOR

Capital Wealth Alliance is empowering advisors across the nation to create their own success and prosperity

FOUNDED BY ADVISORS FOR ADVISORS

Capital Wealth Alliance aims to provide institutional support, infrastructure, and independence by providing you with the highest level of personalized wealth management.

In a fast-paced competitive marketplace, it is essential that you can add value. Through personalized consulting, capital solutions, wealth planning resources, individual development plans, growth strategies, investment outsourcing, and technology, Capital Wealth Alliance allows you to do just that.

Questions? Let’s sit down and talk.
Connect today and find out if Capital Wealth Alliance is right for you.

FOUNDED BY ADVISORS TO EMPOWER ADVISORS

Capital Wealth Alliance aims to provide institutional support, infrastructure, and independence by providing you with the highest level of personalized wealth management.

In a fast-paced competitive marketplace, it is essential that you can add value. Through personalized consulting, capital solutions, wealth planning resources, individual development plans, growth strategies, investment outsourcing, and technology, Capital Wealth Alliance allows you to do just that.

Questions? Let’s sit down and talk.
Connect today and find out if Capital Wealth Alliance is right for you.

How Capital Wealth Alliance Is Different

Capital Wealth Alliance combines the resources, tools, network, and capabilities of a large national firm with the personalized service, support, coaching, attention to detail, and community of a boutique RIA. Capital Wealth Alliance values individuals and autonomy while offering stability, and clear paths toward growth.

Our Values

Capital Wealth Alliance places a premium on transparency and education while helping advisors and clients create sustainable generational prosperity through a comprehensive approach to wealth management. At Capital Wealth Alliance, success and independence drive everything at the firm, advisor, and client level.

Transparency

Honest, clear, and direct communication between advisors and clients sets the tone for Capital Wealth Alliance’s culture of empowering transparency.

Support

Capital Wealth Alliance advisors have access to a large, network of financial institutions and wealth planning professionals. Our advisors have the support, capabilities, and confidence to succeed at the highest level.

How Capital Wealth Alliance Is Different

Capital Wealth Alliance combines the resources, tools, network, and capabilities of a large national firm with the personalized service, support, coaching, attention to detail, and community of a boutique RIA. Capital Wealth Alliance values individuals and autonomy while offering stability, and clear paths toward growth.

Our Values

Capital Wealth Alliance places a premium on transparency and education while helping advisors and clients create sustainable generational prosperity through a comprehensive approach to wealth management. At Capital Wealth Alliance, success and independence drive everything at the firm, advisor, and client level.

Transparency

Honest, clear, and direct communication between advisors and clients sets the tone for Capital Wealth Alliance’s culture of empowering transparency.

Support

Capital Wealth Alliance advisors have access to a large, network of financial institutions and wealth planning professionals. Our advisors have the support, capabilities, and confidence to succeed at the highest level.

Answering ‘What Ifs’

What if you could spend all your time serving your clients and growing your business?

What if you had the tools and resources of a large national firm?

What if you had the freedom to do things your way?

What if you had a dependable plan for growth?

What if you had simple solutions for complex problems facing advisors?

Capital Wealth Alliance helps you answer these questions so that YOU can grow.

Capabilities & Valued-Added Services

The Capital Wealth Alliance Infrastructure allows you to focus on what matters while delivering the highest level of service

Capital Wealth Community  .

Top Financial Custodians  .

Integrated Tools & Technology  .

Succession & Acquisition Resources .

Capital Solutions  .

Wealth Planning Resources  .

Compliance Services  .

. Human Resources

. Advanced Planning Strategies

. Asset Management Services

. Back Office Operations

. Marketing

. Business Coaching

. Practice Management

Growth is a core value of Capital Wealth Alliance. In that interest, we are constantly innovating and growing our capabilities. That lets you rest easy knowing that you are always at the cutting edge and have the absolute best to offer your clients.

Capabilities & Valued-Added Services

The Capital Wealth Alliance Infrastructure allows you to focus on what matters while delivering the highest level of service

  • Capital Wealth Community

  • Top Financial Custodians
  • Integrated Tools & Technology
  • Succession & Acquisition Resources
  • Capital Solutions
  • Wealth Planning Resources
  • Compliance Services
  • Human Resources
  • Asset Management Services
  • Back Office Operations
  • Marketing
  • Business Coaching

  • Practice Management

Growth is one of the core Capital Wealth Alliance values. In that interest, we are constantly innovating and growing our capabilities.That lets you rest easy knowing that you are always at the cutting edge and have the absolute best to offer your clients.

Your Experience

Capital Wealth Alliance offers two unique options for advisors.

Firm Advisors

Firm advisors have access to the entire suite of Capital Wealth Alliance capabilities and services, from Marketing to Practice Development, Advanced Planning Capabilities, Asset Management Resources, and Team & Collaboration. Firm advisors are part of the Capital Wealth Alliance infrastructure while receiving the support they need to independently grow their business, relationships, and skills.

Capital Wealth Alliance Partners

Capital Wealth Alliance Partners have full access to Capital Wealth Alliance’s resources, tools, and capabilities while functioning as a fully autonomous and independent brand.

Becoming a Capital Wealth Alliance Partner is an excellent choice forseasoned advisors who want the capabilities of a large firm while maintaining independence and flexibility.

Not sure which path is right for you? Contact us today for a consultation. We would love to sit down and talk. Our goal is to spend the time it takes to get to know you, your goals, and your objectives so that we can set you on the best path to support your success and happiness.

Your Experience

Capital Wealth Alliance offers two unique options for advisors.

Firm Advisors

Firm advisors have access to the entire suite of Capital Wealth Alliance capabilities and services, from Marketing to Practice Development, Advanced Planning Capabilities, Asset Management Resources, and Team & Collaboration. Firm advisors are part of the Capital Wealth Alliance infrastructure while receiving the support they need to independently grow their business, relationships, and skills.

Capital WealthAlliance Partners

Capital Wealth Alliance Partners have full access to Capital Wealth Alliance’s resources, tools, and capabilities while functioning as a fully autonomous and independent brand.

Becoming a Capital Wealth Alliance Partner is an excellent choice for seasoned advisors who want the capabilities of a large firm while maintaining independence and flexibility.

Not sure which path is right for you?
Contact us today for a consultation. We would love to sit down and talk. Our goal is to spend the time it takes to get to know you, your goals, and your objectives so that we can set you on the best path to support your success and happiness.

GET STARTED WITH CWA

Contact Us Today!

Call at 480-948-7590 or fill the form
below to get started.

    Company

    About Us

    Comprehensive Wealth Planning

    Portfolio Management

    CWA Advisors

    Capital Wealth Alliance ADV Part 2A

    Form CRS

    Contact

    17015 N. Scottsdale Rd. #250
    Scottsdale, AZ 85255

    (480) 948-7590

    info@capitalwealthalliance.com

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      Securities offered through Kingswood Capital Partners, LLC (KCP) member FINRA/SIPC. Advisory services offered through Capital Wealth Alliance LLC, a Registered Investment Advisory Firm (RIA). KCP and Capital Wealth Alliance LLC are not affiliated. KCP financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.