Broker Check

Smithfield RI office: Brian N. Corriveau, AIF®

  • address
  • 9 Thurber Boulevard, Smithfield, Rhode Island, 02917
  • phone
  • (401) 349-5333
  • phone
  • Toll Free (888) 682-5752

Portsmouth RI office: David R. Mailloux, AIF®

  • address
  • 35 Dyer Street | Mail: PO Box 189, Portsmouth, RI 02871
  • phone
  • (401) 682-2335
  • phone
  • Toll Free (800) 705-8797
Online scheduling available in Portsmouth at: https://meetme.so/davidrmailloux

Team

Our Portsmouth location offers online scheduling: visit https://meetme.so/davidrmailloux  

David is a practicing Financial Planner and Managing Partner of WealthCare Investment Partners, LLC. He holds a Bachelors of Science degree in finance from Providence College and focuses on Estate, Financial, Wealth, Tax, and Elder Care...

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Brian is a practicing Financial Planner and Managing Partner of WealthCare Investment Partners, LLC. He has been practicing since 1988 and has achieved the certification of Accredited Investment Fiduciary, AIF® as well as

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Mark Tenenbaum has been with WealthCare Investment Partners, LLC since December 2016.  Mark holds his Series 7 and 66 licenses and is a graduate of the University of Rhode Island, accomplishing a double major in ...

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Donna-Ann Corriveau

Administrative Coordinator

(401) 349-5333

(401) 349-5566

Donna-Ann joined WealthCare Investment Partners, LLC in 2002 following a seventeen year career in the Health Care Field. Having served our clients for 16 years overseeing communications, administrative processing and information...

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Arlene Wier

Operations Manager

401-349-5333

401-349-5566

Arlene Wier began her career in 1986 as Operations Manager for a large wholesale Distributor, covering all of New England and New York state. Transitioning from this role in 1994, she became the Office Manager of a thriving dental...

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Russell is a practicing Financial Advisor with WealthCare Investment Partners, LLC. He holds a Bachelor's of Science degree in Management from Rhode Island College and focuses on Estate, Financial,Weatlh, Tax and Elder Care Planning....

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Donna Devens

Client Service Specialist

401-349-5333

401-349-5566

Donna, known affectionately in our office as "Dee", has been an integral part of WealthCare Investment partners, LLC since joining our team in March 2018. She serves as Client Service Specialist and assistant to the Operations Manager...

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Susan started with Wealthcare Investment Partners, LLC in May 2018 after working for over 20 years in the interior design and building field. She serves as the Operations Manager for our Portsmouth location. She graduated from Rhode...

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