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. We extend the same care to anyone you refer.
Refer someone now →As easy as one, two, three
Refer a loved one
Introduce us to someone who could benefit from our guidance. We ask that they be nearing or in retirement, since that is our expertise.
They have a first visit
They do not need to become a client. They simply join us for a complimentary consultation that could change their life.
You are an Ambassador
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, and we want to make sure you feel appreciated right back.
Priority access
Priority for event reservations, seating preferences, and early notifications.
On the inside list
Stay on our Ambassador list for first looks at new resources, event invitations, and the occasional small token of our thanks.
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.
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 have placed in our team. If you are reading this, it is because we think you would 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
Tell us who to reach out to, and we will schedule their complimentary consultation.