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Here’s our story. We look forward to hearing yours.

Our Team

Amy Anderson
Client Services Coordinator

As Capital Wealth Management’s Client Service Coordinator, Amy’s main focus is to proactively work with our client’s to ensure their needs are being met. She coordinates with our team of Wealth Advisors to manage client transactions and exceeds the expectations of each family or individual she assists.

Prior to joining the team at Capital Wealth Management, Amy spent 4 years as a nurse’s aide with Treyton Oak Towers. Through her experience with helping others physically and mentally, she has taken her knowledge to effectively utilize it toward helping others financially.

In her spare time, Amy enjoys volunteering in the community, playing and watching sports, and traveling.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (502) 855-3155 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Access Our Retirement Kit
Enter your information below to request this kit including three separate guides that address several retirement topics.

  • At Capital Wealth Management, we help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
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    Registered Investment Advisory services offered through Magnate Wealth Management, LLC., a Registered Investment Adviser. Securities and advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Wealth Management, LLC., Capital Wealth Management, LLC. and Silver Oak Securities, Inc. are separated entities.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.