Capital Wealth Strategies, Inc. is an integrated CPA tax and fiduciary retirement planning practice located on US Highway 27 South in Sebring, Florida. Led by President Paul V. Clough, MBA, CPA—who brings more than 45 years of accounting and financial experience and over three decades as a licensed Certified Public Accountant—the firm offers fiduciary investment management through Cetera Investment Advisers LLC alongside proactive tax-bracket management, RMD optimization, and estate coordination for Highlands County retirees.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Cetera Investment Advisers LLC — CRD# 105644); FINRA BrokerCheck Profile (Paul V. Clough, MBA, CPA — CRD# 4557997); Capital Wealth Strategies, Inc. Official Website
Issuer: SEC / FINRA (Cetera Investment Advisers LLC)
Notes: SEC File #801-43269; fiduciary investment advisory services offered through Cetera Investment Advisers LLC (CRD #105644) and securities offered through Cetera Financial Specialists LLC (CRD #10358).
Issuer: Florida Board of Accountancy / FINRA / SEC
Notes: Led by President Paul V. Clough, MBA, CPA (CRD #4557997), a licensed Certified Public Accountant and Investment Adviser Representative serving Sebring and Highlands County retirees.
Factual details and direct answers about Capital Wealth Strategies, Inc. — Cetera Investment Advisers's services, licensing, and credentials.
Does Capital Wealth Strategies integrate CPA tax planning with retirement management?
Yes, President Paul V. Clough, MBA, CPA (CRD #4557997) combines more than 30 years of Certified Public Accountant tax expertise with fiduciary portfolio management through Cetera Investment Advisers LLC (CRD #105644) to help Sebring retirees minimize taxes on retirement withdrawals and Social Security.
How is Capital Wealth Strategies, Inc. registered with the SEC and FINRA?
Advisory services are provided in a fiduciary capacity through Cetera Investment Advisers LLC (CRD #105644, SEC File #801-43269), and brokerage services are offered through Cetera Financial Specialists LLC (CRD #10358).
Where is Capital Wealth Strategies, Inc. located in Sebring?
The office is located on the US Highway 27 corridor at 1751 US Highway 27 South, Sebring, Florida 33870.
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