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American Capital Wealth Management

American Capital Wealth Management

Financial ServicesFlag of US1508 Military Cutoff Road, Suite 203, United States1-10 Employees

Company overview

Headquarters1508 Military Cutoff Road, Suite 203, Wilmington, NC 28403, US
Website
NAICS52
Keywords
Financial Education, Income Planning, Retirement Planning, Medicare Supplement, Long Term Care Strategies, Ira Legacy Planning, Tax & Estate Planning, Fiduciary Advice, Multiple Employer Plans, Ira & 401(K) Rollovers, Institutional-Level Investment Management
Employees1-10

Key Contact at American Capital Wealth Management

Flag of US

Augusta Brooke Lewis

Director of Client Relations

About American Capital Wealth Management

American Capital Wealth Management, Inc. is an independent financial planning firm specializing in the needs of retires and those planning for retirement. Our objective is to restore trust and confidence in the financial system through client relationships that are based on full disclosure and transparency of action. Our advisors answer to YOU! Our firm was built on a fiduciary standard by putting client interests first and fully disclosing associated costs and potential conflicts of interest. We believe that this is a higher standard of care that most large company brokers still follow. We take a team approach in order to maximize a positive client experience. We have built a world class, multi-disciplined network of professionals who all work together to provide a fully comprehensive wealth management strategy for our select clients. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. Our firm aims to bring institutional-level asset management to your kitchen table through our partnership with Global Financial Private Capital, LLC. Global Financial is a leading provider of comprehensive, fully integrated wealth management services for institutional and individual investors. Institutional-type money management is not just for the ultra-wealthy elite and large institutional investors. You’ve worked hard and have earned the right to enjoy similarly sophisticated and transparent asset management services that larger investors have experienced for decades. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

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American Capital Wealth Management revenue & valuation

Annual revenue$171,110
Revenue per employee$86,000
Estimated valuation?$547,552
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

American Capital Wealth Management has never raised funding before.

Frequently asked questions

American Capital Wealth Management is located in 1508 Military Cutoff Road, Suite 203, US.
American Capital Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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