A complete list of active advisors currently associated with WealthCare Investment Partners LLC
Warmer can help you find a great advisor at WealthCare Investment Partners LLC or one who fits your needs even better.
WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans. The firm offers comprehensive planning and ongoing investment oversight, and also provides plan‑level ERISA 3(21)/3(38) services and participant education for retirement plans. WCIP’s investment process is primarily long‑term and model‑driven: it constructs customized model portfolios built largely from low‑cost, diversified mutual funds and supplements them with ETFs, individual equities and, where appropriate, fixed income to meet client objectives. The firm applies fundamental, technical and cyclical analysis, manages client accounts on a discretionary basis, and typically monitors holdings continuously while rebalancing or trading short‑term when needed for tax, cash, or market reasons. Compared with many peer teams, WCIP reports a notably high client load per advisor — serving over 1,800 clients with a six‑advisor team — which is materially above the typical client‑per‑advisor ratio for similar firms. The firm also sponsors its own wrap‑fee program that bundles transaction and custody costs into its asset‑based fee, maintains an institutional custody relationship with Schwab that provides operational and platform benefits, and discloses that some advisory personnel also operate in commission‑based broker‑dealer and insurance roles, all of which are identified as conflicts the firm manages.
To learn more about the advisors currently working at WealthCare Investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Portsmouth, RI
| 4
| |
Portsmouth, RI
| 38
| |
Portsmouth, RI
| 24
| |
Portsmouth, RI
| 40
| |
Portsmouth, RI
| 7
| |
Portsmouth, RI
| 31
|
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