Brad K.
11/13/2017
Recently had the chance to meet with Mike in person at his nice and convient location near Thanksgiving Point. Great info, great planning and very professional. Thanks Mike!
Capital Wealth Advisors
Closed
(5)
Photos
1850 W Ashton Blvd Ste 175
Lehi, UT 84043
Capitol Wealth is a team of wealth representatives who work with clients and formulate a range of financial plans. The team also offers online discount brokerage and cash management solutions. It partners with PrimeVest Financial Services, which offers a variety of investment management and insurance options. It provides unit investment and real estate investment trusts and custodial accounts. The team offers financial planning, mutual fund, stock and bond brokerage options. It also manages money market funds and sweep accounts. The team s insurance products include long-term care and disability coverages and fixed, variable, deferred and immediate annuities.
Also at this address
Reviews
3.55 reviewsSara H.
11/5/2023
Changing from a 5 star to a 1 star! I originally wrote a very positive review about Mike Stevens and Capital Wealth Advisors when we first met and signed up with them. Close to the end of year...
Niki L.
5/22/2021
Mike is total jerk to deal with. He will be super nice to get your business then flip a switch. My advice is to go somewhere else. Never saw anything in 5 years with my investment.
Carolee W.
12/11/2017
We met Mike Stevens at a financial seminar and met with him a number of times before we decided to move over some of our portfolio for him to manage. This was recent enough that we haven't seen...
Audrey S.
2/25/2017
I enjoy working with the professionals at CWA and look forward to working together for many years.
Owner verified
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.