Meet the professionals who can help you Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Capital Wealth Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
MICHAEL STEVENSInvestment Adviser Representative, President
Michael Stevens founded Capital Wealth Advisors in 2010 following an unexpected twist in his original career path.
Although he originally went to school to become a surgeon, Mike shifted his plans and decided to enter the financial services industry after his father, who had always taken care of the family finances, passed away unexpectedly. At that time, his mother had no one she could turn to or trust for financial knowledge. Mike realized the importance of people understanding their finances, and today, he uses a personal approach to arm his clients at Capital Wealth Advisors with knowledge to help give them confidence in their financial decisions.
Mike firmly believes that a broad approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence. His values-based financial strategies help his clients make smart choices about money, develop strategies to help minimize the impact of taxes and inflation on their investments and help protect their wealth to create legacies for their families.
Mike has passed the Series 66 securities exam and holds life insurance licenses in several states. He has earned his Investment Adviser Representative (IAR) designation. Held to the fiduciary standard, Mike acts in his clients’ best interest and is committed to personal lifetime growth and continuing education as a financial professional.
A native of Calgary, Canada, Mike has made his home in Utah since 2006 with his wonderful wife and family. In addition to enjoying Utah’s world-famous skiing, he is an avid mountain bike and dirt bike rider and enjoys exploring the amazing outdoor splendor that Utah has to offer.
Mike has a bachelor’s degree in business management from Utah Valley University. He is a board member for Junior Achievement of Utah and serves in a leadership role in his local church.
California insurance license #0G96805
LATEESHA STEVENS
Chief Executive Officer
LATEESHA STEVENS
Chief Marketing Officer
As a co-owner of Capital Wealth Advisors, Lateesha Stevens has had the greatest influence on the vision, values and customer-care principles practiced at the family financial firm. Working behind the scenes, Lateesha focuses on helping set up the firm’s processes that provide clients with a truly enjoyable experience working with the firm.
Lateesha has always placed an emphasis on growing Capital Wealth Advisors with the client’s best interest always in mind. Though she is not an agent, Lateesha is currently studying for her Utah life insurance license to better understand how different types of insurance can help women make smart choices in retirement income planning.
The Next Step: The Fiduciary Standard
If we sound like a team you would enjoy working with, learn about our responsibility to do what’s in your best interest.