GovIntel / UT / Capital Wealth, LLC

Capital Wealth, LLC

Government contractor · Lehi, UT

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SAM statusActive
Established2017

About Capital Wealth, LLC

Capital Wealth is a fee-based fiduciary firm specializing in federal benefits retirement planning, founded in 2009. They create comprehensive retirement plans that coordinate all financial aspects into one document.

Retirement planningTax-efficient strategiesPortfolio managementSocial Security optimizationEstate and legacy planning401(k) and IRA rolloversRoth conversionsMedicare and IRMAA planning

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Data compiled from public government sources including SAM.gov, USAspending.gov, and state procurement records. Last verified against federal award records. Inaccurate? Let us know.