Capital Wealth

Capital Wealth is a fiduciary financial advisory firm specializing in comprehensive retirement income planning, tax optimization, and federal employee benefits. Founded by Mike Stevens in 2009, the firm serves Utah families and federal employees with integrated planning that coordinates retirement accounts, Social Security timing, estate planning, and tax strategies. They manage Self-Directed Brokerage Accounts within active workplace plans and offer specialized guidance on FERS pensions, TSP strategy, and Medicare coordination—all under a fiduciary standard legally required to prioritize client interests.