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

Robert Wong

Managing Partner

Robert Wong is working on almost three decades of experience as a Branch Manager and financial advisor. He has previously worked for several national brokerage firms including sixteen years owning and running a Raymond James Financial Services Office in Scottsdale. Specializing in an innovative and practical approach to providing his client’s portfolio management, asset protection, and tax efficient strategies, Robert’s experience allows him to focus on his client’s core values.

A 1994 graduate from Arizona State University with a Bachelor of Science in finance Robert is a General Securities Principal under his Series 24, as well as holding both General Securities Registered Representative Series 7 & 8 and Series 63 & 65. He is also a Registered Investment Advisor Representative.

Robert not only spends time with his clients and CWA, but also loves to spend free time with his wife and four children. Robert is a firm believer in giving back to his community by staying involved with various local nonprofit organizations.

Robert follows his personal mission statement: “To associate with positive people, and understand that material wealth is not more important than the happiness and well being for your family and community. I always want to be a dedicated and guiding force to all that I come in contact with.”

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.