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 and 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
Director of Insurance Operations
Client Services Specialist & Office Manager
Director of Investment Operations
Disability Insurance Specialist
Director of Research & Senior Portfolio Manager- Capital Wealth Management, LLC.
(401) 885-1060 x111
Chief Investment Officer- Capital Wealth Management, LLC
Partner, Capital Wealth Management
Capital Wealth Management Retirement Team
President and CEO- Capital Wealth Management, LLC.
Director of Retirement Plan Services- Capital Wealth Management, LLC.
401.885.1060 x 106
Director of Financial Reporting- Capital Wealth Management, LLC.
Client Service Specialist- Capital Wealth Management, LLC.