Family Office · Naples, FL, United States
Capital Wealth Planning, LLC is a Naples, Florida-based investment advisory firm specializing in income-focused strategies and covered call portfolio management. Founded in 2005, the company provides portfolio management services to high-net-worth individuals, institutions, and financial advisors, with a focus on delivering consistent income and risk-managed equity exposure. Capital Wealth Planning is recognized for its expertise in options strategies and has developed proprietary approaches to enhance portfolio yield while managing downside risk.
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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. VC Boom tracks Capital Wealth Planning, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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