President & CEO
(401) 885-1060 x 104
lee@capitalwealthllc.com
Partner
(401) 885-1060 x108
peter@capitalwealthllc.com
(401) 885-1060 x111
curt@capitalwealthllc.com
Partner, Director of Estate Planning & Retirement Consultant
(401) 921-0500
paul@capitalwealthllc.com
(401) 884-4600 x120
james@capitalwealthllc.com
Chief Investment Officer
(401) 885-1060 x102
larry@capitalwealthllc.com
Director of Research & Sr. Portfolio Manager
(401) 885-1060 x105
brian@capitalwealthllc.com
Director of Retirement Plan Services
(401) 885-1060 x106
becky@capitalwealthllc.com
Director of Financial Reporting
(401) 885-1060 x112
ginny@capitalwealthllc.com
Executive Operations Partner
laura@capitalwealthllc.com
Director of Investment Services
(401) 885-1060 x 110
kevin@capitalwealthllc.com
Investment Operations Specialist
(401) 885-1060 x113
jackie@capitalwealthllc.com
Investment Service Specialist
(401) 885-1060 x 114
rochelle@capitalwealthllc.com
Executive Assistant
(401) 885-1060 x 122
Jen@capitalwealthllc.com