Capital Wealth Management, LLC. (RI, USA) Email Format

Investment ManagementRhode Island, United States2-10 Employees

Capital Wealth Management, LLC is an investment management firm based in West Warwick, Rhode Island, serving individuals, families, and institutions with customized investment oversight. The firm operates through its registered investment advisory entity, emphasizing a data-driven investment committee process to select holdings across relevant asset classes, with a focus on risk mitigation and consideration of taxes and inflation. Security offerings are provided through Triad Advisors, LLC, while Capital Wealth Management, LLC. and Triad Advisors are not affiliated, reflecting an independent advisory structure. The company underscores its commitment to client trust as a guiding principle in decision making, and engages in partnerships such as a recent collaboration with Regis College to develop programs alongside regional entities. The organization is independently owned and managed by its principals and maintains a professional presence at its Rhode Island address.

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