About Us
Meet Capital Wealth
Since 2009, we've helped 650+ families retire with confidence, not confusion. Fee-based fiduciary advice, and honest guidance for the biggest financial transition of your life.
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Founder & President
Michael Stevens
Michael founded Capital Wealth in 2009 with a mission: help families retire with clarity, confidence, and a plan that actually works. Over 650 families and $110M+ in assets later, he's built a practice focused entirely on retirement income planning, tax optimization, and fiduciary advice.
He hosts Retire Right Radio, wrote Retire Right, Retire Now, and serves on the Junior Achievement of Utah board. Educational, with no high-pressure pitch, just straight talk about retirement.
"I'm passionate about helping people bring all the pieces of their financial lives together with clarity and purpose."
The Team
Meet the team guiding your retirement
Our Principles
A specialist, not a generalist
Fiduciary standard
We're legally and ethically obligated to act in your best interest, paid by clients, not product commissions, with conflicts disclosed and minimized. Just honest advice.
Retirement specialists
We don't dabble in accumulation, college planning, or day trading. Retirement income planning is our entire focus, and we're really good at it.
Utah roots
We live here, work here, and give back here. Community board seats, youth education, and local radio, this is home.