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Capital Wealth Advisors
- Financial Services
- Lehi, UT
About this business
Capital Wealth Advisors specializes in reducing taxes and investment fees for our clients. We place a strong emphasis on providing client education in simple and easy to understand language, which provides clarity and peace of mind for clients investment, insurance and retirement portfolios. Our advisors have top industry licensing and are fiduciaries. This means that the clients best interests always comes first and foremost. Clients of Capital Wealth Advisors are love the fact that they are treated like extended family and... read more
Location details
2961 W Maple Loop Dr #120, Ste 120, Lehi, UT, 84043, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedI have been very impressed with Mike Stevens. He takes time to answer all my questions and makes sure I understand what he's trying to say. He really cares about you as a person, and works hard to see that your financial needs are fully addressed and met. He is sincere and honest. I would highly recommend Capital Wealth Advisors.
I was introduced to Mike Stevens by a friend. I had previous financial advisors who did not take good care of me so I was looking for a new company. Mike, Kimball, Heather and Sarah have been wonderful to work with and are continually updating my accounts and keeping me informed of the best avenues for my money. I would strongly recommend Capital Wealth to anyone who needs to protect and increase their retirement accounts.
We met Mike Stevens at a dinner seminar and met with him a number of times as we discussed the possibility of have him manage some of our money. He was very patient with us and gave us clear explanations about what how our money would be invested. I do feel like he cares about us personally. We just moved some money to invest with him and time will tell how that goes, but I know he will do the best he can with the market conditions. I would recommend his company.
Couldn't ask for a better team of people. Fast response to any questions we may have, and always there when you need them :)
I have been very impressed with Mike and Heather, they are always very prompt in getting us the information and helping with our concerns and keeping our life on track. I highly recommend Capital Wealth Advisors, they are straight shooters, no nonsense advice.
I have been working with Mike for several years now and am continually astonished at his wealth of knowledge and genuine interest in my financial future. I look forward to many more years working with Mike and his phenomenal team!
We met Mike during a dinner seminar and were impressed with the information he presented on tax consequences of retirement. We'd been to lots of these seminars and none of them had included this topic. After meeting with him we changed our accounts over from our previous advisors because we felt like he really cared about us - not just our money! He's like another son watching out for us and doing what's best for our future. Anytime we have a question or concern, he gets right back to us and welcomes our visits. His continui... read more
Great office! I've known mike for a while now and each time I'm with him I see how he is genuinely interested in my well being. He values relationships, not a quick buck. As I've progressed in my own career I have valued the fact that he remains by me and has never gauged me for anything. He spends the time in the beginning and proves that he is here to help, regardless of how much money he earns.
I have been friends with Mike for years and know that he has your best interest in mind. He is tenacious, detail oriented and will do whatever is needed to help you be successful. I consider my life better from knowing Mike.
Frequently asked questions about Capital Wealth Advisors
How is Capital Wealth Advisors rated?
Capital Wealth Advisors has a 4.9 star rating with 263 reviews.
When is Capital Wealth Advisors open?
Capital Wealth Advisors is closed now. It will open on Monday at 9:00 a.m.
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