Broker Check

723 North Main Street
Manteca, CA 95336

Capital Wealth Management

(209) 823-1474

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jim Rachels

Registered Representative, Investment Adviser Representative

(209) 823-1474

Jim is a registered representative and investment advisor representative with Cetera Advisor Networks LLC, and CEO of Capital Wealth Management, LLC.

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Matthew Laverone is an Investment Advisor Representative with Cetera Advisor Networks LLC and a licensed Life and Long Term Care insurance agent. Having entered the financial services industry in 2005, Matthew has built a clientele...

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