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Clinton J. Gerner

Capital Wealth Management Inc.
Financial Planning

Contact Information:

Saint Paul, MN 55101
United States

Years in Business:

 

9

Clients I'm Seeking:

 

I am looking for clients who are mid to high net worth, though I specialize in working with accredited investors (over $1mil) generating high rate income streams through private investment. I am also a professional trustee and love working as a named fiduciary for trusts.

About My Business:

 

About Capital Wealth Management We are a Saint Paul, MN based, privately held. financial planning and asset management firm. We work with both businesses and individuals in order to help them build a secure financial future. COMPANY PROFILE Founded by Clinton J. Gerner, Capital Wealth Management Inc. is an independent financial planning firm based in Saint Paul. Clinton started Capital Wealth Management as an alternative to the large and often impersonal brokerage and financial sales institutions typical of the financial industry. He envisioned a firm where our clients were not just one of the masses but received a personal relationship with their planner along with their financial plan. A place where their advisor was someone who would be available to answer questions and address concerns not on their own time, but when their client needed it. At Capital Wealth Management we pride ourselves on our ability to use a personal and hands on approach to your financial planning. Every one of our clients can take comfort in the fact that we do our best to provide them with the investment and planning options that best suit them while maintaining the ability to adapt as their personal situations change. Our goal is and always will be to offer our clients the best possible service with a more personal touch. We like to think we are putting the "personal" back into personal financial planning. WHY TRUST CAPITAL WEALTH MANAGEMENT INC. WITH YOUR FINANCIAL SECURITY? We are dedicated to providing competent, unbiased financial advice to people from all walks of life. We firmly believe that professional, unbiased financial advice is something all American's need to build bright financial futures. HOW CAPITAL WEALTH MANAGEMENT INC. REALLY IS DIFFERENT... We are Independently Owned We are a Fee-Only Firm We use Strategic Retirement Planning We are a Local Company with National Resources We are a Family Friendly Organization We are College Planning Specialists We Abide by a Fiduciary Duty of Responsibility to Our Clients

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