What are the opening hours?

Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Capital Wealth

Home
United States
Lehi, UT
Capital Wealth

Fiduciary wealth advisor serving Utah families for 25+ years. Retirement planning, investment management, and federal employee benefits. As heard on KSL & KNRS.

Your money deserves honest guidance — not a sales pitch.

07/04/2026

🇺🇸 Happy Independence Day from all of us at Capital Wealth!

Our office will be closed Friday, July 3 in observance of the Fourth of July, and we'll reopen at regular hours on Monday, July 6 (U.S. markets are closed Friday as well).

As we celebrate 250 years of this remarkable nation, we're filled with gratitude — for the freedoms we're blessed to enjoy, and for the incredible clients and community who trust us to walk alongside them. It's an honor to serve you, and we look forward to doing so for many years to come.

Wishing you and your loved ones a safe, happy, and restful holiday weekend. 🎆

04/28/2026

The phones have been busy at our office this week.
Between Iran, market volatility, and the headlines that won't stop — we keep getting some version of the same question: "Mike, should I move everything to cash and wait this out?"

Here's what we keep telling clients: market timing is the easy half. Knowing when to get back in is the hard half — and that's the half that decides whether the move actually works.

The right move isn't market timing. It's plan testing:
✅ Do you have 2–3 years of essentials in something safe and liquid?
✅ Is your income coming from more than one source?
✅ Have you stress-tested the plan for a 30% drop in year one of retirement?

If your plan answers those questions confidently, the headlines become a lot less personal.

We dug into all of this on Saturday's Retire Right Radio — "The New Retirement Reality" — along with the new senior tax provisions in the One Big Beautiful Bill, the bucket strategy, and a really meaningful conversation about loss of a spouse.

🎧 Listen: https://podcasts.apple.com/us/podcast/retire-right-radio/id1574930019

📖 Read the full breakdown: https://www.capitalwealth.com/blog/new-retirement-reality-apr-25-2026/

We have five complimentary Retirement Money Map™ sessions open this week — no cost, no obligation. Call 801-210-5500 or send us a message. 💙

11/17/2025

There’s nothing better than relationships that go both ways

Today, a wonderful client surprised our team with this thoughtful gift basket—on her own birthday! Moments like this remind us why we do what we do. At Capital Wealth, it’s about more than financial plans; it’s about lifelong partnerships, celebrating milestones together, and helping our clients retire with confidence as part of the Capital Wealth family.

Happy belated birthday, Gerri Hatch Hooton, and thank you for making our day while we work to make your retirement years everything you’ve dreamed of.

11/11/2025

Today, we pause to honor our veterans and the families who stand beside them. Your service builds stronger communities, teaching us what commitment, teamwork, and duty look like. We’re proud to live and work alongside you.

08/29/2025

In observance of Labor Day, our office will be closed on Monday, September 1st.

We will resume normal business hours on Tuesday, September 2nd, at 8:30 AM MST.

Wishing you a safe and enjoyable Labor Day! 🇺🇸

07/24/2025

In observance of the Pioneer Holiday, our office will be closed on July 24th. We will resume normal business hours on July 25th at 8:30 AM MST.

Happy Pioneer Day!🤠

07/04/2025

🇺🇸 Happy 4th of July from all of us at Capital Wealth! 🎆

As we celebrate Independence Day, we're reminded of the importance of freedom—not just in our daily lives, but in the financial futures we help our clients build every day.

In observance of the holiday, our office will be closed on Friday, July 4th, and we’ll reopen on Monday, July 7th.

We wish you and your loved ones a safe, memorable holiday weekend filled with the peace of mind that comes from having a plan in place for the road ahead.

11/10/2023

This Veteran's Day, we reflect on the blessings of freedom and honor those who protect us. We are so grateful to those of you who have served, made sacrifices for those serving, and/or are actively serving today. Thank you for your service!

09/07/2023

Make a better choice about where to live as a retiree.

08/31/2023

Here are the best places for retirees to live.

Address

3400 N Ashton Boulevard #190
Lehi, UT
84048

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+18012102800

Website

http://www.CapitalWealth.com/

Alerts

Be the first to know and let us send you an email when Capital Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.