Capital Wealth Advisors, LTD.

Capital Wealth Advisors is a registered investment advisor founded in September 2010 and based in West Bend, Wisconsin. Owned by David S. Lake and Jill S. Lake, Capital Wealth Advisors offers personalized investment management, financial planning, and consulting services for individuals, families, and other professionals. For investment management, Capital Wealth Advisors monitors client portfolios on a continuous basis, utilizing stocks, bonds, mutual funds, exchange-traded funds, and annuities while managing accounts with the authority to make trades without asking first. Financial planning services cover comprehensive project-based or ongoing reviews, including retirement planning, estate planning, insurance analysis, and education funding. Capital Wealth Advisors also provides business consulting to other financial professionals and acts as a sub-advisor for other registered investment advisors. The firm emphasizes tailored asset allocation and works closely with clients to align portfolios with their individual goals, risk tolerances, and restrictions.