Walk
Toward
Wealth
The Two Investing Strategies
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Who Is Kevin Simpson?
Kevin is the co-founder and Chief Executive Officer of Capital Wealth Planning, LLC, in Naples, FL. Established in 2005, the firm has grown to manage over $19 billion in assets as of 3.31.2026.
Originally from Philadelphia, Kevin developed a passion for investing early in his career at W.H. Newbold’s Son & Company, focusing on high-quality, blue-chip stocks. Kevin graduated from The George Washington University, majoring in finance.
Now, with his book, “Walk Toward Wealth,” Kevin is sharing his investment knowledge and expertise to help people build long-lasting wealth and achieve financial security.
Kevin is also a frequent contributor on CNBC and hosts the CoveredCall podcast, where he interviews leading investment professionals to provide insights and market analysis.
Order The Book
Investing Doesn’t Need To Be Confusing and Overwhelming.
Kevin will show you investing strategies that have worked for him, his firm’s clients, and countless others. When you follow the steps and advice Kevin shares, you could build an investment portfolio that can provide you with abundance now and later in life.
Speaking
Kevin has dedicated his career to developing investment strategies that stand the test of time and work consistently for creating long-lasting wealth. He is passionate about sharing insights on how he and his firm think, view the markets, and manage assets. Invite Kevin to speak to your team, organization, or conference and transform the way you approach investing.
Watch Kevin In Action
Watch: Final Trades – Capital One, Amazon, SLB and Nvidia
Watch: Trade Tracker – Kevin Simpson buys more Palo Alto
Watch: Trade Tracker – Kevin Simpson trims Marathon Petroleum and buys more Apple and Microsoft
Watch Kevin In Action
Watch: Kevin Simpson Comments On The Market Dip In CNBC
Watch: Kevin Simpson
On Yahoo Finance
Watch: Kevin Simpson
On CNBC
Capital Wealth Planning
They've Got You Covered!
Capital Wealth Planning is a fee-based, SEC-registered investment advisory firm specializing in managing discretionary strategies. Investors and advisors can learn more about access to our institutional wealth management platforms through separately managed account solutions by clicking below.