At Capital Wealth Group, our advisors work with only a select group of individuals, families, and institutions to help build, manage, preserve and transfer their wealth. By doing so, we believe the value we offer is unmatched.
Our desire is to become our clients’ primary financial advisor devoted to helping them live out the one life they have with great dignity and purpose.
Founded by Steve Hanousek, Ron Midgley and Carl Heltzel, Capital Wealth Group is an independent company created with one clear mission in mind… To Serve. We are called to serve our clients as their trusted advisors. We do not take our role lightly, and strive to always do what is best for our clients.
We believe that long-term relationships are built only on the trust we earn through integrity, hard work and competent service. Our Team is dedicated to the highest level of personalized service centered on what is most important. We strive not just to understand your finances, but to understand you – your hopes, your dreams and your motives – and then stand committed to help you achieve them.
We come alongside our clients and create customized strategies designed to help build, preserve and distribute wealth for today and for future generations all while avoiding unnecessary risks.
We are extremely proud to partner with Raymond James Financial Services. A firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
We are honored to give our clients the premier resources and personalized attention they deserve.
Experience Matters: Over 80 years of combined experience to best serve you.
