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CAPITAL WEALTH ALLIANCE

Registered Investment Advisory firm offering personalized wealth planning with the goal of a better financial future for you

CAPITAL WEALTH ALLIANCE

Registered Investment Advisory firm offering personalized wealth planning with the goal of a better financial future for you

WHAT WE DO

Personalized Wealth Management

Our advisors create integrated wealth management plans built around an in-depth discovery process that helps us understand your financial goals.Our goal is to simplify your financial life by offering you clear, well-informed guidance so you can make the best decisions for a better financial future.

As a firm, Capital Wealth Alliance offers a comprehensive and customized suite of individual services tailored to fit your personalized wealth management plan. Most importantly, our advisors manage a proprietary network of financial institutions and professionals, granting you direct access to your own personal advisor.

Our goal is to grant you confidence, clarity, and peace of mind when it comes to your financial life, as we work together building a better future.

  • Cash Flow/Debt Management

  • Tax Strategy

  • Retirement Planning

  • Investment Management

  • Education Planning

  • Business Advisory Services

  • Estate/Legacy Planning

  • Philanthropic Planning

WHAT WE DO

Personalized Wealth Management

Our advisors create integrated wealth management plans built around an in-depth discovery process that helps us understand your financial goals.Our goal is to simplify your financial life by offering you clear, well-informed guidance so you can make the best decisions for a better financial future.

As a firm, Capital Wealth Alliance offers a comprehensive and customized suite of individual services tailored to fit your personalized wealth management plan. Most importantly, our advisors manage a proprietary network of financial institutions and professionals, granting you direct access to your own personal advisor.

Our goal is to grant you confidence, clarity, and peace of mind when it comes to your financial life, as we work together building a better future.

  • Cash/Debt Management

  • Tax Strategy

  • Retirement Planning

  • Education Planning

  • Investment Planning

  • Business Advisory Services

  • Estate/Legacy Planning

  • Philanthropic Planning

Who We Serve

Business Owners, Executives, & Entrepreneurs

Owning and running a business can be complicated and time-consuming. We want to help business owners, executives, and entrepreneurs bysimplifying and managing their financial lives so that they can focus on the things that matter.Our comprehensive planning approach accounts for the full financial picture – professional and personal – giving you the peace of mind and confidence knowing that all your goals will align.

High Net Worth Families

High net worth families lead inherently complicated lives. At Capital Wealth Alliance, our advisory team aims to excel at building and protecting multi-generational wealth through acomprehensive planning process and prudent understanding of risk. Our personalized approach gives us the ability to have a deep understanding of your unique family and financial goals so that you can rest easy as we strive to set you on a path to a better financial future.

Individuals Managing Significant Life Events

When life changes suddenly, you need support and guidance. We have extensive experience with a wide range of life transitions, whether you are selling a business, nearing retirement, relocating, or have experienced a death in the family.Beyond helping you manage events that have already happened, we intend to help you build comprehensive plans for all the events that the future may hold.

Business Owners, Executives, & Entrepreneurs

Owning and running a business can be complicated and time-consuming. We want to help business owners, executives, and entrepreneurs bysimplifying and managing their financial lives so that they can focus on the things that matter.Our comprehensive planning approach accounts for the full financial picture – professional and personal – giving you the peace of mind and confidence knowing that all your goals will align.

High Net Worth Families

High net worth families lead inherently complicated lives. At Capital Wealth Alliance, our advisory team aims to excel at building and protecting multi-generational wealth through acomprehensive planning process and prudent understanding of risk. Our personalized approach gives us the ability to have a deep understanding of your unique family and financial goals so that you can rest easy as we strive to set you on a path to a better financial future.

Individuals Managing Significant Life Events

When life changes suddenly, you need support and guidance. Our advisory board has seen it all, so you can rest easy knowing that you are in good hands. We have extensive experience with a wide range of life transitions, whether you are selling a business, nearing retirement, relocating, going through a divorce, or have experienced a death in the family. Beyond helping you manage events that have already happened, we help you build exceptional plans for all the events that the future may hold.

GETTING STARTED

With Capital Wealth Alliance

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    Schedule an appointment with one of our personal wealth advisors

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    Meet your advisor for an in-depth discovery session

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    Review your personalized wealth management strategy & connect with your team of professionals

GETTING STARTED

With Capital Wealth Alliance

  • null

    Schedule an appointment with one of our personal wealth advisors

  • null

    Meet your advisor for an in-depth discovery session

  • null

    Review your personalized wealth management strategy & connect with your team of wealth professionals

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With your strategy in place and your advisor at the head of your personal wealth management team, we strive to set you up for long term success as we work together to grow and protect your wealth.

What Is Your Risk Number?

To mitigate risk, it is essential that you understand it. We offer a tool to help you discover and understand your personal risk number. Click the link below to connect with an advisor for a complimentary analysis through Riskalyze.


Riskalyze is a program that Capital Wealth Alliance subscribes to that helps determine an investors risk tolerance by assigning a risk number based on an investors responses. This analysis and number does not constitute a recommendation to buy or sell and you should consult your Financial Advisor before investing.

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With your strategy in place and your advisor at the head of your personal wealth management team, you are set up for long term success as we work together to grow and protect your wealth.

What Is Your Risk Number?

To mitigate risk, it is essential that you understand it. We offer a tool to help you discover and understand your personal risk number. Click the link below to connect with an advisor for a complimentary analysis through Riskalyze.


Riskalyze is a program that Capital Wealth Alliance subscribes to that helps determine an investors risk tolerance by assigning a risk number based on an investors responses. This analysis and number does not constitute a recommendation to buy or sell and you should consult your Financial Advisor before investing.

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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      Connect

      Connect with an advisor for a Portfolio Risk Analysis.


      Riskalyze is a program that Capital Wealth Alliance subscribes to that helps determine an investors risk tolerance by assigning a risk number based on an investors responses. This analysis and number does not constitute a recommendation to buy or sell and you should consult your Financial Advisor before investing.

      Copyright 2020 © Capital Wealth Alliance - All Rights Reserved | Privacy Policy

      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.