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    We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.

    Complimentary Report

    “10 Things to Know About Retirement Income”

    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.
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    Capital Wealth Management

    Capital Wealth Management has been helping our friends and neighbors throughout the greater Louisville area meet their financial goals for over 10 years. We are a full service financial management agency rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve in your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping keep you on the path to financial security through the use of a broad array of wealth planning products.

    Contact us at (502) 855-3155 or email us at bgorter@thecapitalwealth.com to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
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    At Capital Wealth Management, we help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
    Learn More
    Why We’re Different

    CUSTOM FIT SOLUTIONS

    PERSONAL SERVICES

    unique financial approach

    Registered Investment Advisory services offered through Magnate Wealth Management, LLC., a Registered Investment Adviser. Securities and advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Wealth Management, LLC., Capital Wealth Management, LLC. and Silver Oak Securities, Inc. are separated entities.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.