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Steven B
Series 63, Series 65
Keene, NH
Wealthcare Capital Management LLC
Steven Bergeron is a financial advisor with Wealthcare Capital Management LLC in Keene, NH, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC Institutions, LPL Financial, and Chittenden Securities. Outside of advisory work, he is also a notary. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients. The firm serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management, emphasizing a long-term, evidence-based investment approach supported by behavioral economics and proprietary quantitative measures.
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