Contact Capital Wealth Advisors
Ready to take control of your retirement planning? Let's start the conversation.
Get in Touch
We're here to answer your retirement planning questions and help you create a financial strategy that works for your unique situation.
Schedule a Consultation
Initial consultations are complimentary for qualified families with $500K+ in retirement savings.
Office Location
1850 W Ashton Blvd, Ste 175
Lehi, UT 84043
Office Hours
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By appointment
Sunday: Closed
Emergency Contact
For urgent matters outside business hours, please call our main number and leave a detailed message. We will respond as quickly as possible.
Request a Consultation
Fill out the form below and we'll contact you within one business day to schedule your complimentary consultation.
By submitting this form, you agree to be contacted by Capital Wealth Advisors regarding your retirement planning needs. We respect your privacy and will never share your information.
What to Expect in Your Consultation
Discovery
We'll discuss your current financial situation, retirement goals, and any concerns you have about your future.
Analysis
We'll review your existing accounts, investment strategy, and identify opportunities for improvement.
Recommendations
Based on our analysis, we'll provide initial recommendations and explain how we can help optimize your retirement plan.
No Pressure, Just Information
Our initial consultation is educational. We'll provide valuable insights whether or not you decide to work with us. Our goal is to help you make informed decisions about your financial future.
We Serve Clients Throughout Utah and Beyond
Local Utah Focus
Based in Lehi, we serve families throughout the Salt Lake Valley and Utah County:
- Lehi
- American Fork
- Pleasant Grove
- Orem
- Provo
- Salt Lake City
- West Jordan
- South Jordan
- Draper
- Sandy
Virtual Services Available
We also serve clients nationwide through virtual meetings and digital planning tools. Our services include:
- Video consultations
- Digital document sharing
- Online portfolio access
- Phone and email support
- Secure client portal
Directions to Our Office
1850 W Ashton Blvd, Ste 175
Lehi, UT 84043
From Salt Lake City:
Take I-15 South to Exit 279 (Main Street/Lehi). Turn right on Main Street, then left on Ashton Boulevard. Our office building is on the right.
From Provo:
Take I-15 North to Exit 279 (Main Street/Lehi). Turn left on Main Street, then left on Ashton Boulevard. Our office building is on the right.
Parking:
Free parking is available in front of the building and in the adjacent parking lot.
Office Building Details
We're located in a modern office complex with easy access and ample parking. Look for the Capital Wealth Advisors sign in the lobby directory.
If you have trouble finding our office, please call 801.210.2800 and we'll be happy to guide you in.
Have Questions? We're Here to Help
Don't wait to start planning your financial future. Contact us today to schedule your complimentary consultation.
Initial consultations are complimentary for qualified families with $500K+ in retirement savings.