Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jim Rachels
Registered Representative, Investment Advisor Representative
Jim is a registered representative and investment advisor representative with Cetera Advisor Networks LLC, and CEO of Capital Wealth Management, LLC.
Matthew Laverone
Investment Advisor Representative
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...
Taylor Ward
Administrative Assistant
Taylor is an administrative assistant at Capital Wealth Management. She is born and raised in Manteca and a graduate of East Union High School. Taylor went on to play softball at Colorado State University and San Joaquin Delta College....
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.