ABOUT US
Meet Capital Wealth
Since 2009, we've helped 650+ clients retire with confidence — not confusion. Fiduciary advice. No commissions. No conflicts. Just honest guidance for the biggest financial transition of your life.
FOUNDER & PRESIDENT
Michael Stevens
Founder, Capital Wealth
Michael founded Capital Wealth in 2009 with a mission: help families retire with clarity, confidence, and a plan that actually works. Over 650 clients and $500M+ in assets later, he's built a practice focused entirely on retirement income planning, tax optimization, and fiduciary advice.
He hosts Retire Right Radio (Utah's #1 retirement radio show), wrote Retire Right, Retire Now, and serves on the Junior Achievement of Utah board. No sales pitches. No product pushing. 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
Mike
Stevens
Founder & President
Lateesha
Stevens
Co-Owner & Operations
Brent
Thompson
Senior Advisor
Kaden
Moulton
Associate Advisor
Teresa
Williams
Client Services
OUR PRINCIPLES
Your Retirement Deserves a Specialist, Not a Generalist
Fiduciary. Always.
We're legally and ethically obligated to act in your best interest — no commissions, no hidden incentives, no conflicts. 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, local radio — this is home.