3211 Shannon Road
The Integrated WealthCare team is comprised of professionals directly involved in the firm, as well as outside specialists with whom we affiliate. Through our unique, collaborative model, we are able to design comprehensive financial solutions that coordinate all aspects of a physician’s financial life. Our professionals collaborate for your benefit, rather than compete for your interests.
Integrated WealthCare Team
Founder and Managing Director
(866) 694-6292 x101
Director of Insurance Operations
(866) 694-6292 x103
Client Services Specialist & Office Manager
(866) 694-6292 x100
Director of Investment Operations
(866) 694-6292 x102
Disability Insurance Specialist
Capital Wealth Management Partners
President and CEO- Capital Wealth Management, LLC.
(401) 885-1060 x104
Chief Investment Officer- Capital Wealth Management, LLC
(401) 885-1060 x102
Director of Research & Senior Portfolio Manager- Capital Wealth Management, LLC.
(401) 885-1060 x105
Director of Retirement Plan Services- Capital Wealth Management, LLC.
(401) 885-1060 x 106
Director of Financial Reporting- Capital Wealth Management, LLC.
(401) 885-1060 x112