Capital Wealth Management

Capital Wealth Management is a financial services company that focuses on helping clients plan for the future while not missing out on the present. Through their innovative use of technology, CWM is able to work with each client to ensure a financially secure future.

Work

Our financial services are designed to meet your needs.

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Meet Sean

Meet Sean

MCS dad, Sean McGrath, is President of Capital Wealth Management

Meet the rest of our team

Investment Strategies

Worth Issue 36

Read Sean’s article on investing strategies during an election cycle.

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Led by their Founder and President, Sean McGrath, Capital Wealth Management provides independent financial advisory services to investors nationwide. Recognized for their commitment to investors, Capital Wealth Management has been awarded the prestigious Five Star Professional Wealth Manager Award each of the past five years. The award represents less than two percent of wealth advisors in Orange County who meet the necessary criteria to qualify.

“I’m very excited to be involved with the entrepreneurship program at MCS – a program that will help teach and hone students innate entrepreneurship skills that are crucial in the future workplace,” said McGrath. “Teaching students this skill set will help them craft their own decision and help them carve out their own journey in the workforce.”

McGrath – who has three children at MCS – and his team have shown the uncanny ability to help investors navigate through any type of market conditions and come out in a better place financially. Understanding that every investor is different, the team at Capital Wealth Management delivers their services in a manner that is unique to each individual investor. Whether it’s wealth accumulation, retirement planning, estate planning, or risk management, the Capital Wealth Management team works with investors to find out what their definition of success is before devising a strategy to meet and exceed their expectations.

Capital Wealth Management understands that no two investors are the same as they too are unique and different from other financial advisors. McGrath and his team follow their
tried and true process for wealth management. It’s a process that has delivered the types of results that has provided investors with the piece of mind that comes from working with industry experts and watching their investments grow.

If you are interested in speaking with Sean, give him a call at 949-209-9506. Or for more information on the team at Capital Wealth Management, visit their website.