Capital Wealth Management, LLC

Jameson Duckworth is a financial advisor with Capital Wealth Management, LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at OSAIC, Triad Advisors, Barnum Financial Group, and Mass Mutual. In addition to his advisory work, he is licensed to sell insurance and annuity products outside of his registered branch office. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build portfolios that may include equities, bonds, ETFs, alternative investments, and private placements, with accounts managed on a discretionary basis and reviewed regularly.

Brian Glatz is a CFP® professional with 23 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2012 and was previously affiliated with Triad Advisors, Inc. for 12 years. Outside of his advisory role, Glatz is a member of the church finance committee at Cranston Christian Fellowship. Capital Wealth Management, LLC manages approximately $1.14 billion across 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

James Speights is a financial advisor at Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, and SII Investments. Outside of his advisory role, he runs James B. Speights Co., which offers seminars on retirement income planning and risk management involving life, disability, long-term care insurance, and fixed annuities. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis and typically manages portfolios on a discretionary basis subject to regular committee review and client input.

Lawrence Dooley Jr. is a CFA® charterholder with 13 years of industry experience. He has been with Capital Wealth Management, LLC since 2017 and worked at Woodstock Corp from 2014 to 2017. He serves as a mentor for the CFA Society Boston Mentorship Program. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build diversified portfolios and manages accounts on a discretionary basis with regular reviews.

Garrett Marcoux is a financial advisor at Capital Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he held various roles in sectors including food service and community organizations. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses individualized Investment Policy Statements and fundamental security analysis to construct diversified portfolios, generally managing accounts on a discretionary basis with regular reviews and rebalancing.

Bernard Poirier is a Series 65-licensed financial advisor with 14 years of experience at Capital Wealth Management, LLC and over 34 years in the industry. He has worked at Capital Wealth Management since 2012 and is also associated with ParmeeLe, Poirier & Ass. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses fundamental security analysis to construct diversified portfolios and employs a weekly Investment Policy Committee for portfolio oversight and periodic client reviews.

Tyler Duckworth is a financial advisor at Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Shamrock Home Loans and Auburn University. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, using fundamental security analysis to construct diversified portfolios.

Michael Perreault is a financial advisor with Capital Wealth Management, LLC in West Warwick, RI, holding 10 years of industry experience. He has been with Capital Wealth Management since 2016 and has operated Perreault & Company, Ltd. since 1995. Outside of advising, he serves as a shareholder involved in accounting and business management for a manufacturing business. Capital Wealth Management, LLC manages approximately $1.14 billion for about 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build portfolios that include equities, bonds, ETFs, and alternative investments.

Peter Alofsin is a CFP® with 33 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2011 and previously spent 12 years with Triad Advisors, Inc. Alofsin is also involved in several community and nonprofit activities, including fundraising for the Make a Difference Foundation and serving as a consultant for the Long Wharf Trustees scholarship board. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm uses fundamental security analysis to build portfolios and conducts regular reviews through its Investment Policy 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 Triad Advisors Inc and OSAIC prior to his current role. Outside of financial advising, he is a certified PADI scuba diving instructor and maintains his license with plans for part-time instruction in retirement. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

Lee Duckworth is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Capital Wealth Management, LLC, where he has worked since 2011, and previously held roles at Triad Advisors, LLC and OSAIC. Outside of his advisory work, Duckworth serves as a unit leader and council executive for the Boy Scouts of America and holds leadership positions with several local nonprofit organizations, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, institutions, and charitable entities, employing a fundamental security analysis approach to portfolio construction.

Shane Jedson is a financial advisor at Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was involved with Fairfield University and has worked as an electrical supervisor for Ryan Designs LLC, where he coordinates lighting and decor for events. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for about 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates.