About Capital Wealth Investments
<p>From its headquarters in Scranton in Northeastern Pennsylvania, Capital Wealth Investments works with clients across the United States as an advisor to individuals and organizations.</p> <p>The firm reports $1.0B in assets under management (2026) and clears through Charles Schwab Investment Company. Capital Wealth Investments has more than 50 years of combined experience, and its team reviews each client’s situation before recommending specific strategies and products.</p> <p>Along with advisory work, the firm publishes practical guidance on retirement and planning topics, including IRA distributions, charitable giving, market commentary, financial planning, and insurance planning. A key point of differentiation is its combination of Schwab clearing and a planning-focused approach that ties investment decisions to real-life goals.</p> <ul> <li>Investment advisory services</li> <li>Financial planning and goal-based strategy</li> <li>IRA distribution guidance</li> <li>Charitable giving planning</li> <li>Insurance planning</li> </ul>
Website: https://www.capitalwealthinvestments.com/insight.html
Office Locations
- Scranton, PA (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.0B