Capital Wealth Management, LLC. (RI, USA)

Investment ManagementUnited States2-10 Employees

Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making.

Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, we mitigate risk and moderate the impact of taxes and inflation.

We manage assets on behalf of our clients through our Registered Investment Advisory firm, Capital Wealth Management, LLC. Capital Wealth Management is independently owned and managed by the Principals of the firm.

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.

Sign up for free to view info

Email Format Employee directory