Client Ambassador Club
Spread the Wealth
Sharing your experience with Capital Wealth is a powerful way to help the people you care about find their own path to a confident retirement. Your trust is the foundation of our relationship, and we extend the same care to anyone you refer.
Refer someone now →
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, 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.
The 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 →How It Works
Becoming a Client Ambassador is as easy as 1, 2, 3
Refer a loved one
Introduce us to someone who could benefit from our guidance. We ask that your referral be nearing or in retirement, since that's our expertise.
They have a first visit
They don't need to become a client, they just join us for a complimentary consultation that could change their life.
You're an Ambassador
Once your referral completes their first meeting, you automatically join the club. We told you it was easy.
Ambassador Perks
Ambassador advantages
You show your appreciation for Capital Wealth every time you refer someone, and we want to make sure you feel appreciated right back.
Priority access
Priority for event reservations, seating preferences, and early notifications.
Exclusive dining
Join us for exclusive meals before our regular client events.
Signature event
An invitation to our special year-end ambassador appreciation event.
Disclosure: Ambassador perks are non-cash benefits provided in connection with referrals. Because referring clients receive these benefits, they have an incentive to refer, a conflict of interest we disclose. These perks are a token of appreciation, not compensation for a testimonial about, or endorsement of, our investment advisory services, and are not based on the performance of any account.
A Message From Our Team
Thank you for your trust
Serving as stewards of your wealth is our greatest honor, and 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 think you'd be a perfect fit for our Client Ambassador Club.
We look 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 the Capital Wealth family.
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.