Naples-based financial advisory firm Capital Wealth Advisors announced its partnership with Naples-headquartered Bray Capital Advisors, which provides investment management, tax and estate planning, personal financial planning and trust administration services. The entire Bray Capital Advisors team, led by founder and Managing Director Christopher P. Bray, will join Capital Wealth Advisors. Company officials said Bray personnel will begin transitioning to Capital Wealth Advisors over the next several weeks, and existing Bray clients will be allowed to join CWA through new advisory agreements. Together, the firms will have approximately 55 employees providing personalized services, including private wealth management, estate planning and financial planning. Capital Wealth Advisors manages approximately $2.5 billion in assets.
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