SPECIAL ADVERTISING SECTION
Wealth & Legacy / Wealth Management
Photography: Sarah Zollo, Sarah Zollo Portraits
Left to right: KEVIN BORGES; LAWRENCE F. DOOLEY JR., CFA; TYLER C. DUCKWORTH, CPFA ®, AIF ®; PAUL LONG, CLU, ChFC; JAMES B. SPEIGHTS; PETER J. ALOFSIN, CFP ®, AIF ®; LEE A. DUCKWORTH, CFP ®, AIF ®; CURT A. CASERTA, CLU ®, RFC ®, AIF ®; JAMESON C. DUCKWORTH, AIF ®; BRIAN GLATZ, LIFA, AIF ®; VIRGINIA PEREZ; MATHIEU BRISSETTE; ASHLEY LIFRIERI; GARRETT MARCOUX; JACQUELINE ROMANO.
KEVIN BORGES
LAWRENCE F. DOOLEY JR.
CFA
TYLER C. DUCKWORTH
CPFA ®, AIF ®
PAUL LONG
CLU, ChFC
JAMES B. SPEIGHTS
PETER J. ALOFSIN
CFP ®, AIF ®
LEE A. DUCKWORTH
CFP ®, AIF ®
CURT A. CASERTA
CLU ®, RFC ®, AIF ®
JAMESON C. DUCKWORTH
AIF ®
BRIAN GLATZ
LIFA, AIF ®
VIRGINIA PEREZ MATHIEU BRISSETTE
ASHLEY LIFRIERI GARRETT MARCOUX
JACQUELINE ROMANO
CAPITAL WEALTH MANAGEMENT
Your trust is our guide.
We are an independent investment advisory firm dedicated to providing fiduciary guidance to retirement plan trustees and comprehensive wealth management for high-net-worth individuals. Our mission is to help families and businesses achieve multigenerational financial goals by delivering sophisticated investment strategies in a clear, approachable way.
Our expertise includes:- Building and preserving wealth- 401( k) fiduciary advisory- Alternative investment strategies- Personalized, white-glove service- Access to a broad investment platform- Forward-thinking, technology-driven solutions
Securities offered through Osaic Wealth, Inc, Member FINRA / SIPC. Investment Advisory Services are offered through Capital Wealth Management, LLC, a registered investment advisor. Capital Wealth, LLC and Osaic Wealth, Inc are not affiliated. Additional information, including management fees and expenses, is provided in our Form ADV Part 2, available upon request or www. adviserinfor. sec. gov / Firm / 157959.
136 RHODE ISLAND MONTHLY I AUGUST 2025