Broker Check

 

 
 

With over twenty five years of combined investment and estate planning experience, Lee oversees many of Capital Wealth Management’s financial planning and investment advisory client relationships.

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As a partner of Capital Wealth Management, Peter has more than 25 years of combined experience in the insurance and investment industry. An Investment Advisor Representative and Registered Representative of Triad Advisors, Inc.

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A partner at Capital Wealth Management, Curt is an Investment Advisor Representative and Registered Representative of Triad Advisors, Inc. who has been building his experience in the Financial Services Industry since 1994.

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Partner, Capital Wealth Management &Founder and Managing Director, Integrated WealthCare A financial entrepreneur, Shayne Ruffing is a partner of Capital Wealth Management and both the Founder and Managing Director of Integrated WealthCare.

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Paul J. Long, CLU®, ChFC

Director of Estate Planning & Retirement Consultant

(401) 681-4890

For over forty years, Paul has established his professional reputation in the financial and life insurance industry as a trusted advisor and consultant by providing his clients the trust and confidence in guiding.

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Larry brings 20 years of investment management experience to the firm, adding to the robust and diversified investment committee. Prior to his appointment as CIO at Capital Wealth Management, Larry served as Vice President.

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An experienced investment professional and educator, Brian serves as Capital Wealth Management’s Director of Research & Senior Portfolio Manager.

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Becky joined Capital Wealth Management in the summer of 2008 as Director of Retirement Plan Services, bringing with her a vast knowledge of the 401(k) realm and more than ten years experience in the financial industry.

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With over 15 years’ experience as an administrative/executive assistant and project manager, Genevieve joined Capital Wealth Management in June 2011 as the firm’s Director of Investment Services.

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With more than 30 years in the financial securities industry, Ginny oversees all financial reporting and auditing for Capital Wealth Management in conjunction with the firm’s Chief Investment Officer and Director of Research.

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Karen is Capital Wealth Management’s Retirement Service Specialist, having joined the firm in 2013 and bringing with her with more than 21 years of executive administrative experience.

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With over 11 years’ experience as a Client Relationship Manager and 3 years as an executive assistant, Kim joined Capital Wealth Management in October 2015 as a Client Service Specialist assisting clients with account changes.

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Martha comes to Capital Wealth Management with over 20 years in the financial services and asset management business. She works closely with one of our partners, Peter Alofsin and handles all of the operational duties. Martha...

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Kelly is responsible for overseeing all operational aspects of the firm's three offices, including investment account operations, client service standards, compliance and account maintenance.

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Lori Alvarado

Director of Insurance Services

(866) 694-6292

Lori is the Director of Disability Operations for Integrated WealthCare. She is responsible for overseeing all aspects of this extremely busy division of the firm.

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Joe Fry

Administrative Assistant

(866) 694-6292

Joe Fry is the administrative assistant for the Durham Office, providing support in all facets of the firm.

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With more than 40 years of sales, communication, public relations, and solution generation, “Jonesy” oversees all aspects of the Capital Wealth Foundation.

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