CLIENT AMBASSADOR CLUB
Spread the Wealth
Sharing your experience with Capital Wealth is a powerful way to help the people you care about navigate their own financial journey. Your trust is the foundation of our relationship — and we're committed to extending the same care to anyone you refer.
WHY YOUR REFERRAL MATTERS
You Make a Difference
Help Someone You Care About
When you make a referral, you help someone you love discover a clear and confident path to their financial future. It's not just a kind gesture — it's a meaningful act of care.
No Pressure, No Obligation
Your referral doesn't need to become a client. They just need to join us for a complimentary consultation that could change their life. That's it.
Same Care We Give You
We extend the same level of dedication and fiduciary commitment to everyone you refer. Your reputation is safe with us.
The Highest Compliment
Serving as stewards of your wealth is our greatest honor. The highest compliment we can receive is your referral to a friend, family member, or colleague.
REFER SOMEONE →Introduce us to someone who could benefit from our guidance. We ask that your referral be nearing or in retirement, as that is our expertise. Fill out the form below.
Your referral doesn't need to become a client. They just need to join us for a complimentary consultation that could change their life.
Once your referral completes their first meeting, you automatically join the club. We told you it was easy!
Ambassador Advantages
You show your appreciation for Capital Wealth every time you refer someone. We want to make sure you know how much we appreciate you.
Your Perks Include
- Priority Access — Receive priority for event reservations, seating preferences, and early notifications
- Exclusive Dining — Join us for exclusive meals before our regular client events
- Signature Event — Receive an invitation to our special year-end ambassador appreciation event
A Message From Our Team
Serving as stewards of your wealth is our greatest honor. We want to thank you for your loyalty and the trust you've placed in our team.
If you're reading this, it's because we feel you'd be a perfect candidate to join our Client Ambassador Club. We hope you feel the same way!
We're looking forward to getting to know the most important people in your life, putting them on a path to the retirement they deserve, and welcoming them into our Capital Wealth family.
Please don't hesitate to reach out if you have questions about this program.
Warm regards,
Mike & Lateesha Stevens
Refer a Friend
Fill out the form below and we'll reach out to schedule their complimentary consultation.
Your referral's information is kept confidential. We'll reach out to schedule a complimentary consultation and will mention your name as the person who introduced us.