Capital Wealth Advisors

10/05/2026

We are pleased to announce the acquisition of Neptune Wealth as Capital Wealth Advisors continues to deepen its in-house tax and financial planning capabilities.

As part of the acquisition, Mark Strey and Jason Kaplan will join Capital Wealth Advisors. Their addition expands CWA’s presence in Wisconsin and Tampa, Florida, while further strengthening the firm’s capabilities.

Mark Strey, CFP®, EA, joins as Senior Vice President of Tax & Financial Planning. Mark works with high-net-worth individuals and families on coordinated tax and financial planning, with a particular focus on executive compensation. He holds a Master of Taxation and a Graduate Certificate in Estate Planning from Villanova University. Read more about Mark here: https://hubs.li/Q04z1w0y0

Jason Kaplan joins as Advisor of Financial Planning, working with individuals, families, and businesses to develop personalized strategies aligned with their financial goals. Read More about Jason here: https://hubs.li/Q04z1w2h0

Please join us in welcoming Mark and Jason to CWA!

Privacy & Important Disclosures: https://hubs.li/Q04z1vfs0

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

09/28/2026

Ever notice that sometimes the most important clue is the thing that doesn't happen?

CIO Lewis Johnson borrows a Sherlock Holmes idea, the dog that didn't bark, to look at today's gold market. Tech is strong, real interest rates are high and rising, and the dollar is firm, all conditions that usually weigh on gold.

Yet gold is holding up. Lewis explains why that quiet resilience may be the signal worth watching.

Read the full piece, “The Dog That Didn't Bark” here https://hubs.li/Q04yt4zk0

Privacy & Important Disclosures: https://hubs.li/Q04yt4B00

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.

09/15/2026

The market is the collective wisdom of billions of participants, and it has a track record of getting the big things right in the long run.

If your goal is to outperform, the real skill is choosing which disagreements with the market are worth having.

Give it a read: “Fear and Arrogance”
https://hubs.li/Q04xzCTK0

Privacy & Important Disclosures: https://hubs.li/Q04xzCRb0

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.

09/09/2026

Please join us in welcoming Zachary David to his new role as Operations & Technology Associate on the Insurance team at Capital Wealth Advisors.

Zach has been with CWA for the past two years as an intern in our Naples headquarters. In his new role, he will support insurance case management, including submissions, underwriting coordination, and policy delivery, as well as licensing, contracting, and in-force policy servicing.

Read more about her here: https://hubs.li/Q04x3gYM0

Privacy & Important Disclosures:
https://hubs.li/Q04x3h0t0

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or of Capital Wealth Advisors.

08/27/2026

We are pleased to announce that Capital Wealth Advisors has been named to the 2026 Inc. 5000 list of America’s fastest-growing private companies. This recognition is a testament to the dedication of our entire team, and we are honored to be included among businesses across the country that continue to grow and innovate. View our listing here: https://hubs.li/Q04vy96Q0

This award was open to all privately held, for-profit independent companies based in the U.S. and was based on revenue metrics over a stipulated period of time. The 2026 award was issued on August 14, 2026, by Inc. Magazine (“Inc”) based on data from March 31, 2022, through March 31, 2025. CWA paid an application fee to be considered for eligibility.

Privacy & Important Disclosures: https://hubs.li/Q04vygSR0
https://hubs.li/Q04vygjk0

Capital Wealth Advisors: An independent financial advisory firm serving high-net-worth families and entrepreneurs through wealth advisory and estate planning.

08/26/2026

As our summer internship program comes to a close, we’re celebrating the students who spent the season learning, contributing, and bringing new energy to Capital Wealth Advisors. Thank you to our 2026 Summer Interns for sharing your talents and perspectives with us. We’re excited to see where your next chapters take you!

𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲𝗺 𝗵𝗲𝗿𝗲:
Alexander Forrester, Alexander Pelski, Anthony Cross, Caesar Lara, Charlie Bublitz, Charlie Costa Costa, Hayden Wise, Jack Schavy, Jaron Wasserman, Jonathan English, Joseph Tornincaso Jr., Kieran Kennedy, Lucas Mayotte, Luke Landis, Luke Sistrunk, Michael Crawford, Wade Smith, Zachary David

Privacy & Important Disclosures: https://hubs.li/Q04vq_-T0

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or the firm.

08/18/2026

Please join us in welcoming Patrick Wuschke to the CWA family as an Associate Trader.

Patrick recently graduated from Florida Gulf Coast University. During his time at FGCU, he studied business management and participated in Greek life organizations and local volunteer initiatives.

In his new role at our Naples office, Patrick will support CWA’s Trading department and continue developing his knowledge of trading and investment operations.

Read more about her here: https://hubs.li/Q04tmWMS0

Privacy & Important Disclosures:
https://hubs.li/Q04tndR90

Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by Capital Wealth Advisors.

08/13/2026

We are thrilled to announce that Capital Wealth Advisors has been named one of America's Top RIAs of 2026 by Financial Advisor Magazine. Check out the full list here: https://hubs.li/Q04sZvbF0

This recognition was open to all registered investment adviser applicants and was based on assets under management as of year-end 2025. No compensation was exchanged for this recognition, and CWA is unaffiliated with this organization. Source: https://hubs.li/Q04sZvRV0 (The 2026 award was issued on July 10, 2026, by Financial Advisor Magazine, based on data as of December 31, 2025 July 10 2026) data compiled by Financial Advisor magazine as of 12/31/25.

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

Privacy & Important Disclosures: https://hubs.li/Q04sZwlF0
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Financial Advisor's 2026 RIA survey shows how both private equity and AI are transforming the industry.

07/29/2026

Congratulations to Bill Beynon for his ongoing support of our local community.

07/28/2026

What is the one investing fundamental that never goes out of style?

In his latest piece, Lewis Johnson, Chief Investment Officer, draws a lesson from a young Jeff Bezos, focusing on the principle he believes endures across market cycles, and explains why thoughtful diversification matters most when valuations are near historic highs.

The Things That Endure. Read Here: https://hubs.li/Q04r2TR30

Privacy & Important Disclosures: https://hubs.li/Q04r31ZP0

Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.