Capital Wealth Advisors's cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Capital Wealth Advisors

4.9

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
WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.9263 reviews
Select a rating
Marcia Thurmond's profile image
Marcia Thurmond 
recommend  Recommended
5 years ago

I 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. 

Julie Rider Cowley's profile image
Julie Rider Cowley 
7 years ago

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. 

Carolee Adair Weber's profile image
Carolee Adair Weber 
7 years ago

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. 

Jimalene Carroll's profile image
Jimalene Carroll 
7 years ago

Couldn't ask for a better team of people. Fast response to any questions we may have, and always there when you need them :) 

Becki Salerno Hughes's profile image
Becki Salerno Hughes 
7 years ago

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. 

Stephanie Zimmerman's profile image
Stephanie Zimmerman 
7 years ago

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! 

Paula Lee Harless's profile image
Paula Lee Harless 
8 years ago

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

Kyle Adams's profile image
Kyle Adams 
8 years ago

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. 

Josh Paul's profile image
Josh Paul 
8 years ago

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 open now. It will close at 6:00 p.m.  

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com