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CapWealth

About CapWealth

CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients'​ lifetimes.

Min project size

50,000+

Hourly rate

50 / hr

Employees

20

Locations

United States

Year founded

Founded 2000

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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