We do the right thing,
Not the easy thing
In 2023, Capital Wealth Associates was founded by Nathan Grooms, who embarked on a new journey after 24 years with Ameriprise. Seeking a sense of ownership and more flexibility to truly serve clients, Nathan envisioned a firm that reflects his passion for personalized financial planning. This venture represents his own form of generational planning, creating a legacy that can be passed along and evolve with the future.
Our guiding principle is simple: always do the right thing for the client. While this path may not always be the easiest, it’s the one we are committed to following. Our approach is centered around integrity and dedication, ensuring that every decision made prioritizes the client's best interests. At Capital Wealth Associates, we strive to be more than just financial advisors; we aim to be trusted partners in your financial journey.
