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  • ABOUT US
    • Our Team
    • Why Capital Wealth Alliance?
    • Resources
  • SERVICES
    • Comprehensive Wealth Planning
    • Portfolio Management
  • ADVISOR OPPORTUNITIES
  • CLIENT LOGIN
    • Raymond James Login
  • CONTACT US
  • FORM CRS
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Who Is CWA?

CWA is a modern RIA that places a premium on transparency and education while helping clients create sustainable generational prosperity through a comprehensive approach to wealth management.

Our Mission

CWA clients are not just numbers in a portfolio, but individuals with unique lives, businesses, families, and goals. While other wealth advisors prescribe specific services to address individual financial issues and short-term problems, our advisors takes a larger, more comprehensive approach – it’s financial planning and wealth management for your lifestyle and your generational goals.

Our Values

Transparency

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

Growth

Capital Wealth Alliance advisors are relentless in pushing their own professional development so that there will be no limit to the scope of their clients financial future

Collaboration

Capital Wealth Alliance advisors have access to a large, proprietary network of financial institutions and wealth building professionals.

Support

Our personalized approach to wealth management is designed to directly support all of your personal, financial, business, and family goals.

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    Robert Wong

MEET THE TEAM

Our Financial Advisors

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    Curtis Smith

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    Brent Carman

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    Dana Randall

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GET STARTED WITH CWA

Contact Us Today!

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    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.