CSW_Logo_Horizontal@2xCSW_Logo_Horizontal@2x
  • 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
CSW_Logo_Horizontal@2x
CSW_Logo_Horizontal@2x

Richard Merican

Managing Partner

I began my second career in the financial services industry in 1994, after graduating a Doctor of Optometry in 1976 and practicing Optometry for 18 years in NY. I worked for the last 16 years at Raymond James Financial Services before becoming a partner at our new firm Capital Wealth Alliance, LLC.

Using my experience as a Doctor, I have found you need to know your client, as a complete person, as opposed to just knowing a few facts and figures about them. A client is not just a number you talk to a few times a year, but a person you interact with on a continual basis as the markets and their life change constantly. Developing long term relationships along with educating my clients is my ultimate goal.

My investment philosophy can be summed up in three words…”I Manage Risk”. Risk is the most important concept in investing and must be managed at all times. And for those who want to know what I do with my free time, I work out almost every day, have a black belt in karate, race my cars when I can, and as my wife of 43 years tells it, anything else I can do to get myself into trouble.

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

Sign Up For Our Newsletter!

    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.