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


Our Team

Brent

Brent A. Gorter
Senior Partner / Wealth Advisor
bgorter@TheCapitalWealth.com

Brent provides personalized and comprehensive financial planning for his clients through his affiliation with Capital Wealth Management and Magnate Wealth Management. He attended Saint Xavier High School and graduated with a Bachelor of Business Administration of Finance from the University of Kentucky.

As a Wealth Advisor, Brent specializes in wealth management and retirement planning strategies to help his clients accumulate, protect and maintain their quality of life in all stages. He has expertise involving investment management, estate and tax planning, insurance analysis, and assisting clients in the process of developing their comprehensive financial strategies. He has a strong personal commitment to his clients and will work diligently to help them achieve their goals. In his free time, Brent enjoys golfing, attending sporting events and spending time with his wife Lindsay and his little girls Ava Lenae, Jocelyn Marie and Ella Reese.


Brent

J. “Curry” Nicholson, Jr., CFP®
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Managing Partner / Wealth Advisor
curry.nicholson@TheCapitalWealth.com

Curry provides personalized and comprehensive financial planning for his clients through his affiliation with Capital Wealth Management and Magnate Wealth Management. His approach is based on the understanding of a client’s needs and goals and implementing planning and investment strategies aligned to meet the client’s objectives. He prides himself on honesty, loyalty and providing unbiased information to those he serves. Curry believes these characteristics are vital in establishing long-term business relationships.

Curry’s practice is geared toward addressing retirement accumulation and income distribution, large asset purchase accumulation, , development of efficient wealth transfer strategies, education funding and risk management strategies including; disability income, long term care, and life insurance planning for individuals. For corporate clients, employee benefit analysis and retirement plan design and investment management are of paramount importance.

Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional

Formal Education & Experience
Capital Wealth Management / Silver Oak Securities: Registered Representative & Investment Advisor Representative
Magnate Wealth Management: Managing Partner, Investment Advisor Representative
Life, Health, Variable Life, Variable Annuity, Property & Casualty Insurance Licenses
Bellarmine University – Certificate in Financial Planning
University of Kentucky – Bachelors of Business Administration in Finance & Economics

Civic Involvement
Uspiritus – Board of Directors, Chairman
Anchorage Presbyterian Church - Member
Boy Scouts of America (hold rank of Eagle Scout) – Volunteer
Boys & Girls Club of Kentuckiana – Volunteer
Habitat for Humanity – Volunteer

Christopher Taft
Investment Advisor Representative
436 S. 7th Street, Suite 200, Louisville, KY 40203

  • 502.548.5404 o

Christopher Taft joined Capital Wealth Management in 2014 as an Investment Advisor Representative. He graduated from the University of Richmond where he studies finance and accounting. Chris began his financial services career in 2009 at Merrill Lynch until he left in 2012 to work for UBS Financial Services. He currently holds several licenses including his Series 7 & 66, Life, Health, and Variable Annuity.

Chris specializes in portfolio construction, alternative investments, corporate retirement plans, and individual retirement planning. He believes in a holistic wealth management approach to ensure that each client’s financial situation is taken into consideration. In his free time Chris enjoys exercising, going out on the water, working in the yard, and traveling.


Amy Anderson
Client Services Coordinator
amy@TheCapitalWealth.com

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.


Delores Donnelly
Client Services Coordinator


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at bgorter@thecapitalwealth.com 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.
    Learn More
    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.