Financial Advisors
Lehi, UT
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.
Ideal for: Federal employees planning FERS retirement, pre-retirees seeking tax-efficient income strategies, individuals managing workplace 401(k) rollovers, high-net-worth families focused on estate and legacy planning
Service area: Lehi and greater Salt Lake City metro area, Utah
Fiduciary Standard: Capital Wealth operates under a fiduciary obligation to act in clients' best interests, not sell products that benefit the firm—a legal requirement that differentiates them from many advisors.
Federal Employee Specialization: Deep expertise in FERS pensions, TSP strategy, FEGLI analysis, and FEHB coordination, led by Mike Stevens who authored The Federal Benefits Gap and hosts Retire Right Radio.
Integrated Tax & Retirement Planning: Coordinates retirement income, Social Security optimization, Roth conversions, estate planning, and tax preparation as a unified strategy—services many advisors charge separately for or omit entirely.
Address: 1850 W Ashton Blvd Suite 175, Lehi, UT 84043
Phone: (801) 210-2800
Website: capitalwealth.com
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