Susan's Bio

co-founder and CEO

Susan is a private wealth specialist creating customized solutions for high-net-worth individuals and families. Susan’s extensive expertise in estate, insurance and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her individual clientele and family offices. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, helping to ensure that all aspects of the planning process are working in concert.

Susan is also the co-founder of DivaCFO and CollegeCFO along with her daughter Stephanie. is a women’s empowerment platform to help women take charge of their personal finances, especially before any of the 6Ds occur: Death, Divorce, Disability, Disaster, Debt and Dementia. is a student driven financial empowerment movement to prepare young adults ages 18-24 for a successful future. She hopes her work with women and young adults will prepare them for their next stage in life!

Susan carries numerous professional certifications and designations, is recognized among her peers for her leadership, advocacy and philanthropy, and is a frequent speaker at industry events. Much of Susan’s expertise was acquired while she was a senior tax manager at Price Waterhouse, LLC (1987- 1992), and as a senior tax consultant with Deloitte, Haskins & Sells (1984-1987). She founded her own firm in 1992 and most recently merged Beacon Wealth Consulting with Capital Wealth Advisors in 2016 to offer more services and support to her clients.

 Susan graduated magna cum laude from Fairfield University in 1984 with a BS in Accounting, and lives in Naples, Florida. She enjoys photography, painting, traveling and tennis. She is a proud member of the Daughters of the American Revolution. She is most proud of launching her two adult children!

Lisa's Bio

Meet Lisa Waite!

Lisa is responsible for on-boarding and servicing wealth management clients at Capital Wealth Advisors.  In this capacity, she gets to meet and work with many clients and recognizes the benefit of introducing them to the 6Ds concept of “being prepared and not scared.”   This is what has drawn Lisa to become a part of the 6Ds team.  Lisa loves people and we love working with Lisa!

As a single mother raising two daughters, Lisa wants to make sure she is prepared for the 6Ds and that her own affairs are in order.  She encourages and mentors her daughters to understand and take control of their finances and be their own CFOs.   When Lisa’s father passed away, she saw how difficult it was for her mother to handle her new financial reality, despite how organized and prepared her mom thought she was.   It’s never too early or too late to address the 6Ds.  

Lisa graduated from Penn State University in 1982 with a BA in General Arts & Sciences and in 1984 with an MBA in International Business.  She enjoys spending time with friends, playing tennis, going to the beach, dining out, traveling, attending Broadway shows, and concerts and reading. 

Connect with us on: Go to LinkedIn  

 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.