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Capital Wealth Planning Logo
Capital Wealth Planning CB Rank
1497992
Heat Score
31
Capital Wealth Planning is a financial solutions firm that offers wealth management, investment solutions and retirement planning services.
Founded
obfuscation
Private Naples, Florida, United States11-50 capitalwealthplanning.com
Finance
Financial Services
Wealth Management
Overview

Capital Wealth Planning
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Capital Wealth Planning

CB Rank
1497992
Capital Wealth Planning is a financial solutions firm that offers wealth management, investment solutions and retirement planning services.
Founded
obfuscation
Private Naples, Florida, United States11-50 capitalwealthplanning.com
Finance
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1-239593-2100
Contact Email KSimpson@CapitalWealthPlanning.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Enhanced Dividend Income Portfolio
An equity portfolio investing in 20-30 dividend-paying blue-chip stocks, designed to generate income through tactical short-term covered call selling.
Growth & Income Portfolio (GRIP)
An equity portfolio focusing on companies with above-average earnings growth and income generation via tactical covered call writing.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 27
News

News and Press

News•Apr 10, 2026
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News•Nov 3, 2025
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News•Sep 27, 2025
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News•Sep 25, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

344

IT Spend

$110.8KThis year, Capital Wealth Planning is projected to spend $110.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Getty Images Logo
Getty Images
92
Fortune Logo
Fortune
92
Windows Operating System Logo
Windows Operating System
92

Actively Used Products

15Capital Wealth Planning uses 15 technology products and services including HTML5, GoDaddy Premium DNS, and  Wordpress, according to G2 Stack.

Active Website Tech Count

8Capital Wealth Planning is actively using 8 technologies for its website, according to BuiltWith. These include HSTS, DNSSEC, and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Capital Wealth Planning's headquarters? Capital Wealth Planning is located in Naples, Florida, United States.Who are Capital Wealth Planning's competitors? Alternatives and possible competitors to Capital Wealth Planning may include Creative Planning, Charles Schwab, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
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