690 Douglas Pike
35 Dyer Street
Managing Partner | Financial Planner
Managing Partner | Investment Management Advisor
Susan joined WealthCare Investment Partners in 2018, after working for over 20 years in the interior design and building field. She serves as the Operations Manager for our Portsmouth location. Susan is responsible for facilitating all...
Mark joined WealthCare Investment Partners in 2016 and has worked as a Financial Advisor since 2018. Prior to joining WealthCare, he was a legal intern for Gerlica Law, as a Teaching...
Russell joined WealthCare Investment Partners in July 2018 and is a practicing Financial Advisor. He started his career in 1995 working as a Registered Representative with First Investors Corporation...
Carol brings with her over 10 years of operational, administrative, and bookkeeping experience to WealthCare Investment Partners. As an Operations associate she supports both the operations and the administrative...
Client Service Specialist
Donna, known affectionately as "Dee", joined WealthCare Investment Partners in 2018. As an accomplished and proven facilitator, Dee sets high standards and expectations for herself to meet both Advisor and Client needs by supporting...
Al is responsible for assisting and supporting the daily operations of WealthCare Investment Partners, Smithfield office. His responsibilities include client document management, filing, creating Portfolio Review reports, and...
Jason brings over 12 years of operations support experience to WealthCare Investment Partners. As Operations Manager, Jason assists in the daily operations and preparation of all meetings with clients, prospects, and vendors. He is...
Sue brings with her over 20 years of office and administrative experience to WealthCare Investment Partners. Her instrumental role as Office Manager includes the supervision, administration and management of the firm’s day-to-day...
Arlene brings over 30 years of operations and management experience to WealthCare Investment Partners. Her prior experience includes Operations Manager for a large wholesale Distributor and transitioned to the Office Manager position...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.