Team

Jim Rachels

Registered Representative, Investment Advisor Representative

Jim is a Registered Representative and Investment Advisor Representative with Cetera Wealth Services, LLC, and CEO of Capital Wealth Management, LLC.

Matthew Laverone

Investment Advisor Representative

(209) 823-1474

laveronem@ceteranetworks.com

Matthew Laverone is an Investment Advisor Representative with Cetera Wealth Services, 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

(209) 823-1474

wardta@ceteranetworks.com

Taylor is an administrative assistant at Capital Wealth Management, providing key support to our advisors and clients. Born and raised in Manteca, she has strong ties to the local community and is currently working toward her goal of...

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.