ABOUT US
Capital Wealth at a Glance
Key facts about our firm, team, and commitment to your financial future.
Firm Details
- Name: Capital Wealth
- 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
- Michael Stevens — Founder
- BS Business Management, Utah Valley University
- Series 66, CA Insurance #0G96805
- Board Member, Junior Achievement of Utah
- Host, Retire Right Radio (KSL, KNRS)
- Author, Retire Right, Retire Now
SERVICES
What We Do
Tax-Efficient Retirement Strategies
Minimize taxes in retirement with strategic planning and optimization.
Learn More →Comprehensive Portfolio Management
Professional investment management aligned with your retirement goals.
Learn More →Personalized Retirement Money Map
Our proprietary planning tool creates your personalized financial blueprint.
Learn More →401(k) & IRA Rollovers
Strategic rollover guidance to maximize your retirement savings.
Learn More →Social Security Optimization
Maximize your Social Security benefits with strategic claiming strategies.
Learn More →Medicare & IRMAA Planning
Navigate Medicare options and minimize IRMAA surcharges.
Learn More →Estate & Legacy Planning
Protect and transfer your wealth to future generations efficiently.
Learn More →Federal Employee Benefits
Specialized planning for federal employees and their unique benefits.
Learn More →WHO WE SERVE
Our Clients
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.
THE DIFFERENCE
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.
30 minutes with Mike Stevens. No cost. No obligation.
We model your full financial picture with real numbers.
A clear plan for reliable, tax-efficient retirement income.