SPECIAL PROMOTIONAL SECTION
Wealth & Legacy/Wealth Management
THE CAPITAL WEALTH MANAGEMENT PARTNERS
Left to right, front row:
JAMES B. SPEIGHTS
LEE ALAN DUCKWORTH, CFP ® , AIF ®
PALMIRA G. AZEVEDO
Left to right, back row:
PAUL J. LONG, CLU ® , ChFC ®
REBECCA A. RECORDS, APR, AIF ®
CURT A. CASERTA, CLU ® , RFC ® , AIF ®
PETER J. ALOFSIN, CFP ® , AIF ®
From all your Partners at Capital
Wealth Management LLC. We would
like to extend our most sincere and
warmest thoughts at this time to
wish each and every client and family
we serve our sincere thank you for
partnering with us and allowing us the
privilege to serve you. To all the very
best of health and well being.
• Building and preserving wealth
• 401 (k) fiduciary advisor
• Alternative Investment strategies
Your trust is our guide.
1300 Division Road Suite 203
West Warwick, RI 02893
401-885-1060 CapitalWealthLLC.com
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, LLC,
a registered investment advisor. Capital Wealth Management, LLC and Triad Advisors, LLC. are not affiliated. Additional information, including management
fees and expenses, is provided on our Form ADV Part 2, available upon request or https://www.adviserinfo.sec.gov/Firm/157959
100 RHODE ISLAND MONTHLY l AUGUST 2020