Capital Wealth Advisory Group

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

06/01/2026

🎉 Happy 15-Year Work Anniversary, Shelly! 🎉

Today we're celebrating Shelly and her 15 years with Capital Wealth Advisory Group.

As a Managing Partner, leader of our Financial Planning Department, and manager of our Richland Center office, Shelly's dedication to our clients and team has made a lasting impact.

Thank you for your leadership, commitment, and all you do each day. Congratulations on 15 years! 💙

05/31/2026

💙 We're proud to support DSAW South Central and the important work they do for individuals with Down syndrome and their families.

Their 25th Annual Golf Outing is coming up, and it's a great way to get involved and support the community.

⛳ Learn more or register here: https://bit.ly/4uAle9M

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/25/2026

✨ Today we honor and remember the men and women who gave their lives in service to our country. In observance of Memorial Day, our offices and the financial markets are closed. We will reopen tomorrow.

05/23/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Visit us at capitalwealthcares.com.

05/22/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

05/21/2026

We're proud to support DSAW South Central and the meaningful impact they have in our area.

⛳ If you're looking for a fun way to get involved, their 25th Annual Golf Outing is just around the corner.

You can learn more or sign up here: https://bit.ly/4dEjJQy

05/21/2026

It's summer intern season! ☀️

Please join us in welcoming Katrina Freund to the Capital Wealth Advisory Group family!

Katrina is joining our Madison office, where she'll support the financial planning department and advisors this summer.

She recently completed her sophomore year at UW–Madison and is pursuing a Bachelor of Science in Personal Finance with an emphasis in Financial Planning.

Originally from Waterloo, WI, Katrina enjoys going on walks and runs, reading books, and spending time with her friends and family.

We're excited to have Katrina on the team and look forward to all she'll accomplish this summer. Welcome, Katrina!