Family Office · Naples, FL, United States
Capital Wealth Planning, LLC is a Naples, Florida-based investment advisory firm specializing in income-focused strategies, including covered call portfolios and dividend growth investing. Founded in 2005, the firm provides portfolio management and investment advisory services to high-net-worth individuals, institutions, and financial advisors. Capital Wealth Planning is recognized for its expertise in options strategies and has developed proprietary approaches to generating income and managing risk in equity portfolios.
We never publish partner emails directly — score your deck to unlock contacts for the firms ranked as best-fit.
Capital Wealth Planning, LLC deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VCboom tracks Capital Wealth Planning, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
Drop your pitch. AI scores it on the 8 dimensions VCs read for and ranks the 47,000+ active investors in the database by fit. Capital Wealth Planning, LLC is one of them — and we'll tell you exactly where they sit in your top 100.