Capital Wealth

Capital Wealth is a Financial Planner in Lehi, UT, located at 1850 Ashton Blvd Suite 175. The firm serves retirees, pre-retirees within ten years of retirement, and diligent savers with 500,000 or more in retirement savings in Utah and nationwide. It provides a written plan for every dollar of retirement that integrates tax sequencing, Social Security timing, portfolio design, and estate planning. Core services include a Retirement Money Map, tax-efficient strategies, portfolio management, Social Security optimization, and estate and legacy planning. The practice also handles specialty 401(k) and IRA rollovers, Roth conversions, Medicare and IRMAA strategies, annuities, and Self-Directed Brokerage Accounts (SDBA) to help clients move beyond default fund menus into professionally managed portfolios.

The firm operates as a fiduciary, legally obligated to put client interests first, and targets families who have saved diligently and need expert guidance to turn assets into a reliable income stream. The Retirement Money Map uses a three-phase process to turn benefits, savings, and goals into a coordinated strategy with year-by-year cash flow projections. Tax planning manages three buckets, taxable, tax-deferred, and tax-free, through withdrawal sequencing, Roth conversions, and income coordination. Portfolio management is goals-based with quarterly rebalancing and active management, designed to generate reliable income and preserve purchasing power. Services include Social Security optimization, estate and legacy planning, and strategies to avoid IRMAA surcharges.

The firm holds a rating of 4.90 based on customer reviews. This positive rating reflects the reputation of Capital Wealth for providing expert guidance to turn assets into a reliable income stream that lasts. Clients value the clarity provided on when to claim Social Security, how to withdraw tax-efficiently, and how to avoid IRMAA surcharges. The firm is built for those who want a fiduciary rather than a salesperson and need a unified strategy for their scattered accounts and goals.

Capital Wealth combines comprehensive retirement planning with fiduciary accountability to help clients in Lehi, UT, and beyond turn their savings into a secure financial future.

Capital Wealth is located on Ashton Blvd in Lehi, UT, near Thanksgiving Way, Veterans Memorial Highway, and Triumph Boulevard, all within about a quarter mile. The office is also close to Pointe Meadow Park and Electric Park, which are roughly 0.4 miles away.

BizScoreAI awarded Capital Wealth a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages so AI assistants can quote it directly. The firm received a Technical score of 89 out of 100. Additionally, the business ranks number 2 of 10 Financial Planner businesses that BizScoreAI has scored in Lehi.