Portsmouth Financial Center

Financial planner in Portsmouth, RI (show on map)

3.0

★★★☆☆

2 reviews

WealthCare Investment Partners specializes in retirement strategies, financial consulting, investment services, and insurance solutions for high net worth clients.

Call (401) 682-2335

Navigate to Visit website

About

WealthCare Investment Partners, LLC has been helping clients manage their financial health and wellness for over 25 years. The firm takes a collaborative approach centered around the client’s objectives, risk tolerance, and education. S

ervices include comprehensive financial planning, tailored retirement income strategies, diversified investment portfolios, and a range of insurance solutions. The firm emphasizes a holistic approach to wealth management, focusing on minimizing risk, maximizing returns, and providing lifetime income streams while addressing tax concerns and estate planning needs.

Team approach for diverse client needs

Proactive strategy development

Holistic approach to wealth management

Services

Financial Consulting

Assistance with retirement plans, tax planning, 401(k) planning, 403(b) planning, profit sharing plans, elder care planning, and trust services.

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

Investment Services

Assistance with 401(k) plans, education savings accounts, Roth IRAs, Simple IRAs, SEP IRAs, traditional IRAs, deferred compensation plans, mutual funds, bonds, common stock, ETFs, fixed annuities, variable annuities, and real estate investment trusts.

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

Insurance

Assistance with disability income planning, life insurance, long-term care insurance, and health insurance.

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

Credentials & Certifications

Five Star Wealth Manager Award

Since 2025

USA TODAY - Best Financial Advisory Firms 2024

Since 2024

Reviews

Rating

★★★☆☆

Reviews

"Highly recommend"

Frequently Asked Questions

What is the process for developing a financial plan? +

The process starts with gathering and analyzing relevant financial data, client values, needs, and goals, followed by strategy development, implementation, and ongoing review.

How does asset allocation help manage risk? +

Asset allocation spreads investment dollars across different asset classes to balance risk and potential return, aligning investments with long-term objectives.

What retirement income strategies do you offer? +

We provide strategies to turn savings into a lifetime income stream, considering inflation, market fluctuations, tax concerns, and long-term goals such as healthcare and estate planning.