Capital Wealth
Capital Wealth is a financial planning firm in Lehi, UT, dedicated to helping clients achieve their ideal retirement. With strategic tax and income planning, they provide tailored solutions to build a secure financial future. Explore their Retirement Money Map for personalized guidance.
Photos of Capital Wealth
Services Capital Wealth offers
Capital Wealth offers a wide range of services aimed at securing your financial future.
- Retirement Income Planning
- Investment Management
- Strategic Tax Planning
- Healthcare Expense Management
- Legacy Planning
- Layoff Survival Strategies
- Financial Workshops
- Retirement Insights and Advisory
Capital Wealth business numbers & email addresses
Not available.
Location & directions
Visit Capital Wealth's office conveniently located in Lehi, UT. Easily accessible, find us at 1850 Ashton Blvd, Suite 175.
1850 Ashton Blvd Suite 175, Lehi, UT 84043, United States
Service hours
| Wednesday | 8:30 AM–5:30 PM |
| Thursday | 8:30 AM–5:30 PM |
| Friday | 8:30 AM–5:30 PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8:30 AM–5:30 PM |
| Tuesday | 8:30 AM–5:30 PM |
Capital Wealth overview
Capital Wealth is a premier financial planning firm devoted to helping its clients retire confidently. We specialize in creating personalized retirement plans encompassing income, investment, and tax strategies. The firm emphasizes education and transparency, providing comprehensive resources, including radio shows and downloadable guides.
Send letters & parcels
To send a letter or parcel to Capital Wealth, please address it to 1850 Ashton Blvd Suite 175, Lehi, UT 84043. Sending your correspondence via standard postal services ensures it reaches our team. Make sure to mark any specific documents or requests clearly.
Send a resume or CV
For those wishing to join the Capital Wealth team, you can submit your resume by mailing it to our corporate address listed on our website. Ensure your resume contains all relevant contact information and career details, and our team will review it for potential opportunities.
Business highlights
- Retirement Money Map® for personalized planning
- Fiduciary standard ensuring clients' best interests
- Comprehensive resources including guides and radio shows
Accepted payment methods
Customer experiences
Our clients praise Capital Wealth for their professionalism and personalized approach to financial planning. They appreciate the knowledge shared through workshops and radio shows. If you’ve had a positive experience, we invite you to share your feedback and inspire others to secure their financial futures.
Michael DuncanWe like Capital Wealth, Mike and his team treat us very well. We have had Great help from Kayden Hicken... he is both intelligent and caring. Our only wish is that were an occasional activity closer to our home. With traffic it is almost impossible to get down to Thanksgiving point by 6 or 7 pm... Do something in SLC or Bountiful! Thanks for taking care of us!
Cory GilbertI'm the owner of Infinity Energy and I have known Mike Stevens for years! He has been a life long friend and someone I trust 100% to oversee my future retirement plans. I love his approach to financial planning. Everytime I talk to him he is always focused on my needs and not the needs of his firm. His products have helped me make conservative decisions that ensure my financial stability for the long haul! Thanks Mike again for everything!
Ordinaryguy40I took advantage of their very generous offer for a preliminary review of my personal finances with Retirement in mind. The Capital Wealth team thoroughly synthesized the information I provided into a detailed plan of how to fund the Retirement I envisioned. Mike was always responsive to my Vision and Goals for my own Retirement in demonstrating a funding plan where I could enjoy the fruits of my labors in the way I wanted, & sooner than I ever thought possible. There was no pressure to buy anything or obligate myself; just gave them the chance to demonstrate how they could add value to my financial life. Well worth the time!
K SMike told personal info to other people, which is unethical and unprofessional, and acted disrespectfully. I contacted him but was ignored, so I left. Not trustworthy at all.
FAQs about Capital Wealth
What is the Retirement Money Map®?
The Retirement Money Map® is a process to evaluate and plan your financial future by examining key areas such as income, investments, and taxes.
How can I schedule a meeting with Capital Wealth?
You can schedule a meeting by visiting our website and selecting the 'Schedule a Meeting' option or by calling our office.
Are your advisors fiduciaries?
Yes, our advisors adhere to the fiduciary standard, ensuring that they act in the best interests of our clients.
Does Capital Wealth offer tax advice?
While we offer strategic tax planning, we recommend consulting with a qualified tax professional for specific tax advice.
Where can I find Capital Wealth's office?
Our office is located at 1850 Ashton Blvd Suite 175, Lehi, UT 84043.
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