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.
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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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