Capitol Wealth Partners provides sound, long-term financial counseling to the employees of firms we contract with for 401(k), 403(b), and NQDC plans. We strive to make it easier for Human Resources managers to support the benefits and needs of their companies’ associates. As retirement plan advisors, we help employers with plan design, investment selection, diversification and monitoring, and onsite employee education.

Since no one manager/investment program is suitable for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance, and liquidity needs before we introduce suitable managers/investment programs to you.

Advisory products are not designed for excessively traded or inactive accounts and are not appropriate for all clients. During periods of lower trading activity, client costs might be lower if our compensation was based on commissions. You must have a reasonable basis to believe that the specific program, investment manager or strategy you recommend is appropriate for the particular client based on that client’s investment profile, which takes into account, among other things, the client’s investment objectives, investment experience, time horizon, liquidity needs and risk tolerance. You and your client should carefully review the Wells Fargo Advisors' Advisory Disclosure Document associated with the program for a full description of our services, including fees and expenses and those fees or expenses that may be excluded. The minimum account size for these programs is between $7,500 and $2,000,000 depending on the program or strategy selected. If the program involves mutual funds or exchange-traded funds, your clients should consider that product’s investment objectives, risks, charges and expenses carefully before investing. Prior to recommending and opening advisory program accounts, Financial Advisors must be properly registered in their state of business.

Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.  Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.