Charles “Chuck” Shaw
Chuck is an Investment Advisor Representative with Capital Wealth Advisors, LLC, & President of Capital Wealth Strategies, LLC, a premier Retirement Planning Firm. Chuck is also an Accredited Agent with the Veteran’s Administration.
Charles Shaw is a prominent financial professional in the Colorado Springs area. As an Investment Advisor Representative, Chuck helps his clients reduce their tax exposure, structure their assets for a lifetime income and protect their estate for future generations. Chuck is uniquely qualified to provide both financial and insurance services and has hosted numerous free education workshops to improve the financial position of his clients.
He is a member of the National Ethics Bureau and adheres to the highest standards of fiduciary responsibility. Chuck is a member of the Senior Resource Council of Colorado Springs, which provides guidance, assistance and voluntary services for seniors in the Rocky Mountain area. He serves our local war time veterans as an Accredited Agent of the Veteran’s Administration and works to help the vet understand and qualify for the Aid and Assistance Pension Benefits through the VA.
As a Fee-based Investment Advisor, Chuck utilizes a team of financial experts to provide the following:
Plans that allow clients to extract 100’s of thousands of dollars from their IRA without TAXES
Completely eliminate future TAXES on your retirement plans
Assist Veterans and Widows get 10’s of thousands of dollars in TAX-FREE unexpected benefits
Guaranteed Income for Life that continues to grow throughout retirement
Efficient estate transfer to your family that saves 100’s of thousands of dollars in TAXES
Investment strategies that grow TAX-FREE or TAX-DEFERRED to maximize growth potential
Active in his community and a past guest on the Chuck Baker, Mike Rosen and Ted Robinson radio programs, Chuck continually leads his clients and community to a more prosperous and secure future. Licenses held include Series 6, 7, 63, & 66 for investments, State licenses for Life & Annuities, Health Insurance and Variable Products.
Chuck has been happily married to his wife Paula for 40 years and has a son, two daughters and 4 grandkids. He enjoys hiking, hunting, skiing, reading and wilderness camping.
Financial planning is making sure the road you’re on is taking you
to the place you want to go. Are you on the right road?
Retirement in the Rockies” Radio Show Podcast
Chuck Shaw, your Financial Wildness Guide & host of
“RETIREMENT IN THE ROCKIES”
Welcome to our website
This site is designed to have the best educational content available for those who are interested in:
reducing income taxes
guaranteed return (accumulation value) products coupled with a guaranteed income for life
creating a tax-free retirement nest egg
…and many more topics that you can read about as you surf this site.
Our goal with this site is to allow readers to learn why our knowledge is unique so they can determine if we are the right firm to help them protect and grow their wealth.
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
When it comes to protecting assets from creditors, we are uniquely qualified to help provide a road map for clients so they don’t have to worry about having their valuable assets taken in a lawsuit.