- February 14, 2025
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A pair of well-known Naples wealth advisory firms are merging together in what the entities call a strategic partnership.
The two companies are Capital Wealth Advisors and Bray Capital Advisors, according to a statement. Financial terms of the partnership weren’t disclosed.
Founded in 2004, Capital Wealth Advisors is an independent financial advisory firm serving high-net-worth families and entrepreneurs. It manages some $2.5 billion in assets and in addition to Naples has offices in Charlotte and Cary, North Carolina, as well as New Orleans. Founded in 2014, Bray Capital Advisors provides investment management, tax and estate planning, personal financial planning and trust administration services, with offices in Naples and Cleveland.
The entire Bray Capital Advisors team, led by founder and Managing Director Christopher Bray, will join Capital Wealth Advisors, the release states. Bray Capital Advisors personnel will begin the process of transitioning to Capital Wealth Advisors over the next several weeks, and existing Bray clients will be given the opportunity to join CWA through new advisory agreements. Together, the firms will have 55 employees, the release states, “providing an expanded suite of personalized services, including private wealth management, estate planning and financial planning.”
“We are thrilled to welcome the talented team at Bray Capital Advisors to Capital Wealth Advisors,” Capital Wealth Advisors President and CEO William Beynon says in the statement. “This partnership reflects our shared values and vision. By joining forces, we can offer an even broader range of services, particularly in estate and financial planning, while maintaining the personalized attention our clients expect and deserve.”