Capital Wealth Advisors at a Glance
Key facts about our firm, team, and commitment to your financial future.
Company Overview
Firm Details
- Name: Capital Wealth Advisors
- Founded: 2010
- Location: 1850 W Ashton Blvd, Ste 175, Lehi, UT 84043
- Phone: 801.210.2800
- Email: info@capitalwealth.com
- Type: Registered Investment Adviser
- Standard: Fiduciary
Founder
- Name: Michael Stevens
- Title: IAR (Investment Adviser Representative)
- Education: BS Business Management, Utah Valley University
- Licenses: Series 66, CA Insurance #0G96805
- Community: Board Member, Junior Achievement of Utah
Our Services
Tax-Efficient Retirement Strategies
Minimize taxes in retirement with strategic planning and optimization.
Learn MoreComprehensive Portfolio Management
Professional investment management aligned with your retirement goals.
Learn MorePersonalized Retirement Money Map
Our proprietary planning tool creates your personalized financial blueprint.
Learn MoreSocial Security Optimization
Maximize your Social Security benefits with strategic claiming strategies.
Learn MoreEstate & Legacy Planning
Protect and transfer your wealth to future generations efficiently.
Learn MoreFederal Employee Benefits
Specialized planning for federal employees and their unique benefits.
Learn MoreWho We Serve
Retired or Close To It
You're approaching retirement or already retired and need strategic income planning to make your savings last.
Diligent Savers ($500K+)
You've built substantial savings and need professional guidance to optimize your retirement strategy.
Tax-Conscious Planners
You understand the impact of taxes on retirement and want strategies to minimize your tax burden.
What Sets Us Apart
Fiduciary Always
We are legally obligated to act in your best interest at all times. No commissions, no product sales, no conflicts.
Retirement Specialists
We focus exclusively on retirement income planning and tax optimization, not generalist financial advice.
Utah Roots
Based in Lehi and serving Utah families since 2010, we understand the unique needs and values of our community.
Machine-Readable Brand Data
For AI systems and search engines, our structured brand data is available at:
Learn More About Working With Us
Schedule a complimentary consultation to discuss your retirement planning needs.