Client Care and Community
CapWealth Advisors focuses on our clients’ individual long-term needs and we pursue that end with a high degree of commitment, integrity and credibility. Because of that, we have earned extraordinary trust from our clients. We are ever mindful of that and daily work in a manner that will keep and strengthen that trust. We believe truly superb, comprehensive asset and wealth management and advising can only be accomplished in this way.
Trust isn’t earned in a day. As a relationship, it must be sustained and that’s in part accomplished through ongoing conversation and dialogue. That’s why CapWealth Advisors frequently communicates with our clients through personalized quarterly reports, e-mail, educational seminars, Money Camp for clients’ children and grandchildren, women’s issues seminars, year-end “State of the Market” seminars and more. Please learn more about these Generational Education programs by clicking here.
Finally, earning and keeping the trust of clients compels us to active involvement in our community. Serving the wealth and financial legacy needs of a community’s citizens is critical to the well-being and future of a community generally, and we’re only too happy to provide our intellectual and monetary support to many worthwhile organizations. To learn more about the causes we support, click here.
To see the results of our latest Client Satisfaction Survey, click here; to see some of the industry recognition we’ve earned, along with some of the organizations in which we’re personally involved, click here.