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Sophisticated Simplicity ®

We specialize in managing the wealth of high-net-worth clients who appreciate the value of a trusted investment advisor. We focus on value and the long-term to grow, protect and preserve your wealth.

At CapWealth, we aren’t guided by Modern Portfolio Theory or a simple index. Instead, we use a trademarked investment approach based on simple strategies and a sophisticated research process.

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CapWealth Advisors

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Sterne Agee

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American Funds

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C. Schwab

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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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