Broker Check


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.


M. Shayne Ruffing, CLU, ChFC, AIF®

Founder and Managing Director

(866) 694-6292 x101

Shayne is a longtime financial entrepreneur dedicated to serving the medical community. Shayne is the founder and Managing Director of Integrated WealthCare, Inc.

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Lee A. Duckworth, CFP®, AIF®

President and CEO- Capital Wealth Management, LLC.

(401) 885-1060 x104

Lee has over 25 years of combined experience in the investment and estate planning industry. He handles many of the firm's comprehensive investment advisory and financial planning engagements for Capital Wealth Management, LLC.

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Lori G Alvarado

Director of Insurance Operations

(866) 694-6292 x103

Lori is the Director of Insurance Operations for Integrated WealthCare. She is responsible for overseeing all aspects of this extremely busy division of the firm. Lori joined Integrated WealthCare in 2014

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Antonio Santoro

Administrative Associate

(866) 694-6292 x100

Antonio Santoro is the Administrative Associate for Integrated WealthCare. He joined the team in the fall of 2018. With a diverse background in public relations, education, and various leadership roles, he is extremely skilled in...

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Lawrence F. Dooley, Jr., CFA

Chief Investment Officer- Capital Wealth Management, LLC

(401) 885-1060 x102

Larry brings 20 years of investment management experience to the firm, adding to the robust and diversified investment committee. Prior to his appointment as CIO at Capital Wealth Management, Larry served as Vice President

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Ginny Perez

Director of Financial Reporting- Capital Wealth Management, LLC.

(401) 885-1060 x112

With more than 30 years in the financial securities industry, Ginny oversees all financial reporting and auditing for Capital Wealth Management in conjunction with the firm's Chief Investment Officer and Director of Research.

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Brian A. Glatz, LIFA, AIF®

Director of Research & Senior Portfolio Manager- Capital Wealth Management, LLC.

(401) 885-1060 x105

Brian is an experienced investment professional and educator. He began his career at Fidelity Investments where he assisted high net worth clients develop and implement investment strategies on an exclusive team.

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Rebecca Records, APR, AIF®

Director of Retirement Plan Services- Capital Wealth Management, LLC.

(401) 885-1060 x 106

Becky is the key person responsible for the firm's existing retirement plan clients and leads new business development support for the firm's Principals. Becky has worked in the financial industry for over ten years.

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Karen Cancellieri

Client Service Specialist- Capital Wealth Management, LLC.

(401) 885-1060 x114

Karen is the internal customer support for all the firms Retirement Plan Clients and also specializes in estate, insurance and annuity service. Karen brings a proven attention to detail, standard of excellence, and collaborative...

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Curt A. Caserta, CLU®, RFC®, AIF®


(401) 885-1060 x111

A partner at Capital Wealth Management, Curt is an Investment Advisor Representative and Registered Representative of Triad Advisors, LLC. who has been building his experience in the Financial Services Industry since 1994. Curt’s...

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Peter J. Alofsin, CFP®, AIF®

Partner, Capital Wealth Management

(401) 885-1060 x108

As a partner of Capital Wealth Management, Peter has more than 25 years of combined experience in the insurance and investment industry. An Investment Advisor Representative of Capital Wealth Management and Registered Representative of...
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