# Capital Wealth Planning

- **Website:** <https://capitalwealthplanning.com>
- **Primary alias:** `capitalwealthplanning.com`
- **Founded:** 2005
- **Employees:** 11+
- **Location:** Naples, Florida, United States
- **Company kind:** PRIVATELY HELD

## Description

Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm that specializes in managing discretionary strategies. With direct access to the minds behind the money, investors and advisors can rely on their expertise to help them make informed financial decisions. Capital Wealth Planning offers a range of products and services to cater to different investment goals. Their flagship product, the Enhanced Dividend Income Portfolio, invests in dividend-paying, blue-chip stocks primarily from the S&P 100 and Dow 30 indices. This portfolio has received a 5-star Overall Morningstar Rating™, highlighting its performance and quality. Additionally, they offer the Catholic Values Enhanced Dividend Income Portfolio and the Hedged ETF Portfolio, tailored to specific investment strategies. Capital Wealth Planning's strategies are available on various institutional wealth management platforms through separately managed account solutions, ensuring accessibility and flexibility for investors. Stay updated with their insights and market analysis through their news section, where their strategists, portfolio managers, and executive team share valuable information.

## Industries

- 💰 Investing _(under Finance)_
- 💰 Finance

## Links

- [facebook](https://facebook.com/CapitalWealthPlanning)
- [twitter](https://twitter.com/cwp_advisor)
- [linkedin](https://linkedin.com/company/capital-wealth-planning)
- [instagram](https://instagram.com/capitalwealthplanning)
- [youtube](https://youtube.com/channel/UCM_nxMfOfUogcdZQvu0k2mQ)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idepj0tuP0/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1786995541814)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idepj0tuP0/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1761663491723)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Deep Cerulean | #017eae | accent |
| Outer Space | #32373c | dark |
| Jagged Ice | #b6e3d4 | light |

## Fonts

- -apple-system — asset _(system)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idepj0tuP0/w/1500/h/500/idDbWRMivN.jpeg?c=1bxid64Mup7aczewSAYMX&t=1786995542026)

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_Source: <https://brandfetch.com/capitalwealthplanning.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._