Advisory

Fama & Co. Capital Wealth Management provides high-quality independent advice and focuses on equity, fixed income, (corporate, municipal bonds, preferred securites) thru Trusts, individual, partnerships, UGMAs and all other financial instrument accounts. Retirement plans include IRA'S, SEP's, Profit Sharing Plans, 401k plans, IRA post retirement options and all other retirement instrument accounts. We are a trusted provider of strategic advice to corporations, individuals, and families.

Our core advisory pratice areas include:

Equities

Advise investors, families, and companies on domestic-international corporate stocks, asset allocation, asset class type,asset class sub type, portfolio diversification within percent, and industry sector weightings.

Fixed Income

Advise investors, famlies, and companies on corporate and municipal bonds, preferred stocks, zero coupon, and all other fixed income instruments.

Retirement

Advise investors, families, and companies with IRA's, Sep IRA, IRA post retirement options, 401k, profit sharing plans, and all other retirement accounts.

Trusted Advisor

Relationships built on trust are the core of the company's business. The advisory pratice is focused exclusively on individuals, families, and corporations. Accordingly, clients' best interests are the foundation of all client fiduciary dialogues. 

Experience

Mr. Fama has been in the financial service industry for over 30 years and has worked for major wall street firms. This experience, coupled with Wells Fargo Advisors Financial Network, enables Fama & Co. Capital Wealth Management to provide different perspectives and service to individuals, families, and corporations.

Asset allocation and diversification do not guarantee a profit or protect against a loss in declining markets.

Investing in foreign securities presents certain risks not associated with domestic investments, such as currency fluctuation, political and economic instability, and different accounting standards. This may result in greater share price volatility.

Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk especially if investing in high yield bonds, which have lower ratings and are subject to greater volatility. All fixed income investments may be worth less than original cost upon redemption or maturity.

There are special risks associated with investing in preferred securities. Preferred securities generally offer no voting rights with respect to the issuer. Preferred securities are generally subordinated to bonds or other debt instruments in an issuer’s capital structure, subjecting them to a greater risk of non-payment than more senior securities. In addition, the issue may be callable which may negatively impact the return of the security. Preferred dividends are not guaranteed and are subject to deferral or elimination.

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC(WFAFN), Member FINRA/SIPC. Fama & Co. Capital Wealth Management, Ltd. is a separate enity from WFAFN.