Capital Wealth Advisors

Capital Wealth Advisors At Capital Wealth Advisors, we believe that the little things make the biggest difference.

Capital Wealth Advisors is a wealth management firm that focuses on building personalized, collaborative relationships with clients to help them achieve their financial goals. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experienc

e. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day after. From our headquarters in Naples, Florida, to our offices across the Carolinas, our advisors are located across the U.S. Whether you’re in one of these areas or prefer to connect virtually, our advisors are ready to set up a consultation tailored to your needs.

Have you ever seen something clearly — and watched everyone around you miss it?Lewis Johnson, our Co-Chief Investment Of...
06/18/2026

Have you ever seen something clearly — and watched everyone around you miss it?

Lewis Johnson, our Co-Chief Investment Officer, was among the few who identified the 2008 subprime crisis before it happened. In his latest article, he explains why today’s energy market looks remarkably similar — and what investors may be overlooking.

Read Here: https://hubs.li/Q04lTJRR0

Privacy & Important Disclosures: https://hubs.li/Q04lTQmD0

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.

Please join us in welcoming Amanda Bjornson, CDFA®, to Capital Wealth Advisors as Senior Specialist of Estate Planning &...
06/08/2026

Please join us in welcoming Amanda Bjornson, CDFA®, to Capital Wealth Advisors as Senior Specialist of Estate Planning & Insurance.

Amanda brings more than 25 years of experience in estate and insurance planning, with a focus on high-net-worth and ultra-high-net-worth planning needs. In her role, she will work closely with CWA advisors to support planning conversations related to life insurance, long-term care, and business succession considerations as part of a client’s broader financial strategy.

We are pleased to welcome Amanda to the CWA team.

Read more about her here: https://hubs.li/Q04ksjXX0

Privacy & Important Disclosures:
https://hubs.li/Q04ksdt60

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by Capital Wealth Advisors.

We are pleased to welcome Josh Miller to Capital Wealth Advisors as Vice President, Private Wealth Management.As part of...
06/03/2026

We are pleased to welcome Josh Miller to Capital Wealth Advisors as Vice President, Private Wealth Management.

As part of our continued growth in the Mid-Atlantic region, Josh joins CWA’s Mid-Atlantic Team, where he will focus on supporting the firm’s presence across Northwestern Pennsylvania and Northeastern Ohio. He joins Benton Elliott, Paul Wojcik, Zachary Craig, Jordan Spangler, Stephen English, Derek Aicher, and Beth Parmerter.

Josh brings more than 25 years of financial services experience, including roles in portfolio management and wealth advisory.

Read more about him here: https://hubs.li/Q04j_xNX0

Privacy & Important Disclosures: https://hubs.li/Q04jYfC80

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

Please join us in welcoming Sydney Burton to the CWA family as an Associate of Financial PlanningSydney recently gradua...
06/03/2026

Please join us in welcoming Sydney Burton to the CWA family as an Associate of Financial Planning

Sydney recently graduated from Florida State University and previously spent two summers interning with Capital Wealth Advisors in our Naples Headquarters office. During her internship, she gained hands-on experience supporting client service and learning more about CWA’s planning process.

As she begins her full-time role in our Naples office, Sydney will focus on developing her financial planning knowledge and supporting the delivery of planning services to CWA clients.

Read more about her here: https://hubs.li/Q04jYkpS0

Privacy & Important Disclosures:
https://hubs.li/Q04jXvzh0

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by Capital Wealth Advisors.

Please join us in welcoming Phillip Hajjar to the CWA family as an Operations Associate! Phillip recently graduated from...
06/02/2026

Please join us in welcoming Phillip Hajjar to the CWA family as an Operations Associate! Phillip recently graduated from Florida Gulf Coast University and has been part of Capital Wealth Advisors for the past two years as an intern in our Naples Headquarters office.

In this new role, Phillip will support client service, onboarding, training, and operations as part of the Wealth Advisory Operations Team.

Read More about him here: https://hubs.li/Q04jMbq00

Privacy & Important Disclosures:
https://hubs.li/Q04jLQdQ0

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by Capital Wealth Advisors.

A few months ago, 90% of Polymarket bettors assumed the Strait of Hormuz would be open by June. That number has since dr...
06/01/2026

A few months ago, 90% of Polymarket bettors assumed the Strait of Hormuz would be open by June. That number has since dropped below 40%.

Wrong prediction — but the more interesting question is why so many people made it in the first place.

If your framework says the world is returning to normal, every disruption looks temporary. If it says the world is structurally changing, you read each new event very differently.

Latest piece on CWA Insights: https://hubs.li/Q04jFv6P0

Privacy & Important Disclosures: https://hubs.li/Q04jFwrY0

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.

We are pleased to announce that Santiago Mosquera has earned the CFA® designation, awarded by the CFA Institute.This des...
05/06/2026

We are pleased to announce that Santiago Mosquera has earned the CFA® designation, awarded by the CFA Institute.

This designation is granted to individuals who have completed three levels of examinations covering investment analysis, portfolio management, and ethical and professional standards, and who have met the experience and conduct requirements established by the CFA Institute.

Please join us in congratulating Santiago on this accomplishment.

For further information on the CFA designation, please visit: https://hubs.li/Q04fCnjh0

Privacy & Important Disclosures: https://hubs.li/Q04fCqkq0

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.

We are pleased to announce that Capital Wealth Advisors has officially opened a new office location in Erie, Pennsylvani...
04/29/2026

We are pleased to announce that Capital Wealth Advisors has officially opened a new office location in Erie, Pennsylvania. This new space reflects our continued growth and supports our ongoing efforts to maintain strong relationships with the clients and communities we serve. We look forward to continuing our work from our Erie office.

For more information about our Erie office, visit:
https://hubs.li/Q04dSd2F0

Privacy & Important Disclosures: https://hubs.li/Q04dShsM0

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or the firm.

We’re pleased to announce Capital Wealth Advisors has made the 2026 Southeast list! See the full list on Inc.: https:/...
03/31/2026

We’re pleased to announce Capital Wealth Advisors has made the 2026 Southeast list! See the full list on Inc.: https://hubs.li/Q0491GF70

This award was open to all privately held, for-profit independent companies based in the U.S. and was based on revenue metrics over a stipulated period of time. The award was issued on March 31, 2026, by Inc. Magazine (“Inc.”) for the time period December 31, 2022, through December 31, 2024. CWA paid an application fee to be considered for eligibility. View full methodology: https://hubs.li/Q04921Df0

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

Privacy & Important Disclosures: https://hubs.li/Q04921s10

We are pleased to welcome Beth Parmerter to our Client Services team as Vice President, Client Services, supporting our ...
03/30/2026

We are pleased to welcome Beth Parmerter to our Client Services team as Vice President, Client Services, supporting our Erie office. With nearly 40 years of experience in client service, Beth brings extensive industry knowledge and a strong background in building and supporting client relationships and day-to-day service needs.

Beth supports our Erie team, including Benton Elliott, Managing Director of Private Wealth Management, Derek Aicher, Vice President of Private Wealth Management, and Paul Wojcik, Senior Vice President of Private Wealth Management. She also works closely with Blake Bollinger as part of our Mid-Atlantic Client Services Team.

Read more about her: https://hubs.li/Q048TYK10

Privacy & Important Disclosures: https://hubs.li/Q048TMZM0

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.

Address

9130 Galleria Court
Naples, FL
34109

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(239) 434-7434

Website

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