SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Our team left to right: JOHN ALFRED; KYLE MUSHAWEH CPWA ®, CFP ®, MBA; MELODY THOMSON; JAMES CRUISE CFP ®, CAIA, CPFA ®; KAREN BERARD; KEN CRUISE CFA; DIANE DONOVAN; PETER BROCK; ALEX ZYGMONT; KEITH PEACOCK CFP ®, CPFA ®; SUE CRUISE; MARK CRUISE MBA, CHFC ®, CLU ®, CPFA ®.
Missing from photo: CAROLYN CRUISE, CPA; AIDA PENA-SALAZAR.
THE VIRTUS GROUP
The Virtus Group was founded to assist families and individuals in all aspects of their financial lives. We strive to create financial stability, confidence, and independence through thoughtful planning and personalized guidance tailored to each client’ s unique goals.
As we look toward tomorrow and beyond, our team pairs youth with experience to help guide the next generation. We believe strong relationships, open communication, and a long-term perspective are the foundation of meaningful financial planning.
Whether helping clients prepare for retirement, navigate life transitions, plan for future generations, or pursue long-term financial objectives, we are committed to providing attentive service and qualified guidance every step of the way.
At The Virtus Group, we work with you to understand your financial goals and treat them as our own. Our clients’ success is our success, and we remain dedicated to helping families and individuals move forward with clarity, confidence and purpose.
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TheVirtus Group
Financial Services and Insurance, LLC
10 Memorial Blvd., # 903 Providence, RI 401-223-0500 virtusgrp. com
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this firm may only discuss and / or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, HI, IL, LA, MA, MD, ME, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TX, UT, VT, WA, WI.
138 RHODE ISLAND MONTHLY I AUGUST 2026