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 a Bachelors of Science degree in Finance/Economics from Roger Williams University.
He focuses on Estate, Financial, Wealth, Tax, and Elder Care Planning. Brian also works very closely with clients' Estate Planning Attorneys and Accountants to establish and manage Revocable and Irrevocable Trusts. He has worked extensively in Special Needs Trusts and Fraternal Organizations. Brian currently holds Series 6, 7, 63, and 65 Securities Registrations, as well as various insurance licenses in the areas of Life, Fixed and Variable Products, Accident, Health and Long Term Care.
Brian started his career working as a Registered Representative with First Investors Corporation, a Wall Street Based investment firm. In 2001, Brian became an Independent Investment Consultant and formed Corriveau Wealth Management. In 2010, Corriveau Wealth Management formed a strategic partnership with Portsmouth Financial, Inc. and became known as WealthCare Investment Partners.
We are now registered with the SEC as our own Registered Investment Advisor Firm, allowing us the opportunity to partner with the best custodial firms catering to Registered Investment Advisor (RIA) practices in the industry, serving clients in over twenty states.
He is happily married to his wife Donna-Ann; they reside in North Smithfield, RI. Brian enjoys Golf, Basketball, Cooking and Traveling.
“Our Wealth Management platform takes a comprehensive approach to Financial Planning. Working with our clients’ CPAs and Estate Attorneys allows us to design a personalized platform that encompasses unbiased fee-based financial planning, with the expertise of legal and tax professionals.”
Please watch video below: