Capital Wealth Management, LLC

Jameson Duckworth is a financial advisor with Capital Wealth Management, LLC in West Warwick, RI, holding Series 63 and 65 licenses and having six years of industry experience. His prior roles include positions at Barnum Financial Group, Mass Mutual, and Triad Advisors. He is also licensed to sell insurance and annuity products. Capital Wealth Management, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses client-specific investment policy statements and fundamental security analysis to guide discretionary portfolio management that includes a range of investment vehicles such as equities, bonds, ETFs, alternative investments, and private placements.

Brian Glatz is a CFP® with 22 years of industry experience, currently serving at Capital Wealth Management, LLC since 2012. He previously worked at Triad Advisors, Inc. and is associated with OSAIC. Outside of his advisory role, he is a member of the finance committee for Cranston Christian Fellowship, where he reviews church spending and budgeting. Capital Wealth Management, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates with asset management, financial planning, and retirement plan consulting. The firm employs client-specific Investment Policy Statements and fundamental security analysis to tailor portfolios, managing approximately $1.14 billion across 600 client relationships with a ten-person advisory team.

James Speights is a financial advisor with Capital Wealth Management, LLC and holds the Series 63 and Series 65 designations. He has 38 years of industry experience, including roles at OSAIC, Triad Advisors, Inc., and SII Investments. Outside of his advisory work, he operates a risk management business conducting seminars on retirement income planning and insurance risk transfer. Capital Wealth Management, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm manages approximately $1.14 billion across 600 client relationships, offering tailored portfolios constructed through fundamental security analysis and overseen by a weekly investment committee.

Lawrence Dooley Jr. is a CFA® charterholder with 12 years of industry experience, currently serving at Capital Wealth Management, LLC since 2017. He previously worked at Woodstock Corp from 2014 to 2017. Outside of his advisory role, he participates as a mentor in the CFA Society Boston Mentorship Program. Capital Wealth Management, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm employs client-specific investment policy statements and a fundamental security analysis approach, managing portfolios that include various asset classes such as equities, bonds, ETFs, alternative investments, and private placements.

Bernard Poirier is a financial advisor with Capital Wealth Management, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Capital Wealth Management since 2012 and has been a principal at ParmeeLe, Poirier & Associates since 1992. Capital Wealth Management, LLC offers investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, trusts, and estates. The firm manages approximately $1.14 billion across around 600 client relationships, focusing on personalized investment strategies based on fundamental security analysis and client-specific Investment Policy Statements.

Tyler Duckworth is a financial advisor with Capital Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining Capital Wealth Management in 2022, he worked at Shamrock Home Loans and has experience in education and construction-related roles. Capital Wealth Management, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates, providing asset management, financial planning, and retirement plan consulting. The firm employs client-specific investment policies focused on fundamental security analysis and manages approximately $1.14 billion across about 600 client relationships through a ten-person advisory team.

Peter Alofsin is a CFP® professional with over 33 years of experience in the financial services industry. He has worked at Capital Wealth Management, LLC since 2011 and previously held positions with Triad Advisors, Inc. and OSAIC. Alofsin is involved in several community and nonprofit activities, including serving as a fundraising committee member for the Make A Difference Foundation and as a consultant for the Long Wharf Trustees scholarship board. Capital Wealth Management, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers customized portfolio management and financial planning, utilizing fundamental security analysis and a disciplined investment process overseen by a weekly investment committee.

Curt Caserta is a financial advisor at Capital Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, Triad Advisors Inc from 2012 to 2024, and at Capital Wealth Management, Inc. since 2011. Outside of his advisory role, Caserta is a licensed PADI scuba instructor, maintaining his certification with the intention of part-time instruction after retirement. Capital Wealth Management, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm employs a client-specific approach based on Investment Policy Statements and fundamental security analysis, managing approximately $1.14 billion across 600 client relationships with a team of ten advisors.

Lee Duckworth is a CFP® with 35 years of experience in financial advising. He is affiliated with Capital Wealth Management, LLC and has held positions at OSAIC and Triad Advisors, LLC. Outside of his advisory work, he serves as a unit leader and council executive for the Boy Scouts of America and is involved in several nonprofit boards, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm manages approximately $1.14 billion in assets through a ten-person team, offering tailored portfolios based on fundamental analysis and client-specific Investment Policy Statements, with a broad service mix that includes alternative investments and participant-level retirement education.

Shane Jedson is a financial advisor at Capital Wealth Management, LLC, holding a Series 65 credential. He joined the firm in 2025 and has a diverse background including work in event lighting and design with Ryan Designs LLC. In this role, he serves as an electrical supervisor, setting up lighting and décor for weddings on a part-time basis. Capital Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers asset management, financial planning, and retirement consulting, managing portfolios through client-specific Investment Policy Statements and a weekly investment committee.