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Phone: (502) 855-3155 / bgorter@thecapitalwealth.com / Visit Us!


It can be difficult to make financial decisions without access to information. We’re committed to helping you make informed decisions about your financial future.


At Capital Wealth Management, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our seminars include guest speakers and special activities as wells as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar or insurance sales presentation.

Our Calendar of Events

Wine Tasting and Educational Workshop on Investing in Alternatives
March 23rd
Westport Whiskey & Wine
1115 Herr Lane, Suite 140, Louisville, KY 40222
Click here for directions.

Online Registration

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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.