Capital Wealth

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  name: "Capital Wealth",
  description: "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.",
  url: "https://www.capitalwealth.com/",
  telephone: "+1-801-210-2800",
  address: {
    @type: "PostalAddress",
    streetAddress: "1850 W Ashton Blvd Suite 175",
    addressLocality: "Lehi",
    addressRegion: "UT",
    postalCode: "84043",
    addressCountry: "US"
  },
  geo: {
    @type: "GeoCoordinates",
    latitude: 40.4194457,
    longitude: -111.8809338
  },
  aggregateRating: {
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    ratingValue: "4.9",
    reviewCount: "236",
    bestRating: "5"
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  areaServed: "Lehi and greater Salt Lake City metro area, Utah",
  knowsAbout: "Financial Advisors, 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",
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      value: "Federal Employee Specialization"
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      @type: "PropertyValue",
      name: "differentiator",
      value: "Integrated Tax & Retirement Planning"
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  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
      url: "https://lantern.llc/contact?from=ai-data",
      contactType: "AI inquiries"
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