Capital Wealth

Capital Wealth is a Wealth Management firm in Kearns, UT, located at 1850 W Ashton Blvd Suite 175. Founded in 2009, the firm operates as a fee-based fiduciary that writes Retirement Money Maps to coordinate pensions, 401(k)s, IRAs, and Social Security into unified plans. They have written over 2,000 of these plans since inception. The practice integrates tax strategy, investment management, and risk mitigation to serve pre-retirees and retirees. Clients benefit from a complimentary first conversation and ongoing lifetime partnership. The business holds a 4.90 rating based on customer reviews.

The advisory approach centers on pulling scattered financial fragments into a single, coordinated document. The team manages tax-bracket optimization, estate coordination, and the three-bucket investment strategy, which separates assets into cash, income, and growth buckets to protect against sequence of returns risk. They handle rollovers from multiple 401(k)s to consolidate accounts with custodians like Fidelity and Charles Schwab. Services include Self-Directed Brokerage Account management, allowing institutional-quality strategies within existing employer plans without disrupting payroll contributions.

Mike, the founder, addresses listener questions weekly on Retire Right Radio regarding tax strategy, Social Security, and Roth conversions. The firm provides TSP management for federal employees and coordinates beneficiary designations to ensure alignment with estate plans. They analyze Social Security claiming strategies to maximize lifetime benefits and coordinate these decisions with overall income and tax planning. The process moves from a discovery meeting to a 1-3 month execution phase, followed by ongoing portfolio monitoring and proactive plan adjustments.

Capital Wealth is known for its fiduciary, fee-based model that prioritizes planning over sales. The 4.90 rating reflects the satisfaction of clients who have received clear answers and written notes during their initial consultations. The firm’s longevity since 2009 and its focus on comprehensive, coordinated wealth management distinguish it in the Kearns area.

Capital Wealth combines its fiduciary commitment and proprietary Retirement Money Map process to provide clarity and security for retirees in Kearns, UT.

BizScoreAI gives Capital Wealth a perfect Discoverability score of 100 out of 100, ensuring AI crawlers can find every page of the website so assistants can recommend the firm. The Technical score of 92 out of 100 confirms the site is secure and indexable, allowing search engines to read it without errors. The business ranks number 1 of 3 Wealth Management businesses that BizScoreAI has scored in Kearns.