Broker Check

Office One

690 Douglas Pike

Smithfield, RI 02917

Office Two

35 Dyer Street

Portsmouth, RI 02871


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Consulting

At WealthCare Investment Partners, LLC we provide assistance in financial consulting in a number of ways 

  • Retirement Plans
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • Profit Sharing Plans
  • Elder Care Planning
  • Trust Services

Investment Services

At WealthCare Investment Partners, LLC we provide assistance for investment services in a number of ways

  • 401(k) Plans
  • Education Saving Accounts
  • Roth IRA
  • Simple IRA
  • Traditional IRA
  • Deferred Compensation Plans
  • Mutual Funds
  • Bonds
  • Common Stock
  • ETFs
  • Fixed Annuities
  • Variable Annuities
  • Real Estate Investment Trust


At WealthCare Investment Partners, LLC we provide assistance for insurance in a number of ways

  • Disability Income Planning
  • Life Insurance
  • Long-Term Care
  • Health Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  | (401) 735-4500