CWPI
Capital Wealth Partners Inc.
40W191 Wildwood Dr
Aurora, IL 60506
Additional Location:
1939 Henley Street
Glenview, IL 60025
Who We Are
We are experienced advisors who counsel successful families, professionals and business owners on complex personal and business problems as they relate to growing and protecting your wealth. This will then allow you the peace of mind to spend more quality time with your family and personal interests.
What Business We Are In
The goal of our business is to build and preserve maximum wealth for you, our client, and make it bullet proof so that when the timing is right, you are in a position to fire your employer or sell your business on your terms. We advise throughout the three financial phases of:
- Accumulation
- Distribution
- Legacy
Our Areas of Expertise
- Asset Management
- Retirement Planning and Distribution Strategies
- Life, Long Term Care and Disability Insurance
- 401k plans and Advanced Strategies for Business Owners
- Estate Planning
Who We Serve
Our clients are families, professionals and small business owners who are driven by success for themselves and their loved ones.
What Makes Us Different
We offer 100% total independence; longevity of industry experience; numerous advanced degrees and certificates; holistic financial planning; attention to detail; and responsive professional service.
Our Unique Benefits To Our Clients
- Personalized macro and micro financial needs
- Variety of best-of-breed alternatives
- Consolidated account reporting
- No pressure to buy or sell
- Research tailored to your needs
- Access to financial information and services
- Tailored asset allocation models
- Real-time risk monitoring; professional planning team
- No proprietary products and services
- Support on all personal and professional financial choices and decisions
- Ease of doing business.
Our Partners
James Budzyn
Jim has over 20 years of financial services experience. He holds the CLU and ChFC designations from the American College and a Bachelor's Degree in Economics from Indiana University. Jim lives in the Chicago area with his wife and two children.
Martin Smith
Marty was a business owner for 15 years prior to embarking on postgraduate studies. Marty holds his Masters in Business Administration from Northwestern University's Kellogg School of Management in Evanston, Illinois. He achieved concentrations in both the Finance and Marketing curriculums. Marty resides in the Chicago area with his wife and three children.
Thank you for considering our firm!
