Scappoose, OR Office
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Wealthcare Advisory Partners LLC
Multi-team
Firm-wide stats for Wealthcare Advisory Partners LLC
About
Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a mix of individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and businesses. Services include discretionary and non‑discretionary portfolio management, standalone financial planning, and retirement plan advisory work that can include ERISA 3(21) and 3(38) investment oversight and vendor analysis.
The firm’s investment work is framed around a goals‑based financial advising discipline that incorporates patented Wealthcare software and a behavioral economics framework to align client preferences with plausible long‑term strategies. Its evidence‑based process uses proprietary quantitative metrics (for example, a Wealthcare Skill Index and the Growth Conditions Index) alongside fundamental, technical and behavioral analysis, and it implements both passive index‑tracking and active manager allocations as well as dynamic rebalancing when appropriate.
Wealthcare is an enterprise‑scale advisor with several institutional and corporate affiliations (including common ownership with Wealthcare Capital Management and ties to Sammons Financial Group) and participates in multiple custodial and platform relationships (e.g., LPL, Schwab, Pershing, Fidelity, AssetMark and others). Distinctive operational features in the brochure include its use of third‑party alternative‑investment platforms and private fund constructs (including access to DSTs and multi‑manager private strategies), a wrap‑fee program and the fact that some advisory personnel also operate in broker‑dealer and insurance capacities — arrangements the firm discloses and addresses through oversight and written policies.
Based on Wealthcare Advisory Partners LLC
Expertise
Based on Wealthcare Advisory Partners LLC
Location
51605 Columbia River Hwy
Scappoose OR 97056
Advisors at this office
3
Advisors at this office
Joyce P
Series 65
Scappoose, OR
Wealthcare Advisory Partners LLC
Joyce Pereira is a Series 65 licensed advisor with 16 years of industry experience. She has worked at Wealthcare Advisory Partners LLC since 2022 and previously spent 14 years at Sommers Financial Management. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and incorporates both passive and active investment strategies alongside dynamic rebalancing when appropriate.
Tori C
Series 65
Scappoose, OR
Wealthcare Advisory Partners LLC
Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.
Blaine B
CFP®, Series 66
Scappoose, OR
Wealthcare Advisory Partners LLC
Blaine Butcher is a CFP® and holds the Series 66 designation with seven years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Sommers Financial Management, Victory Capital Advisers, and Edward Jones among others. He has held roles both within financial services and in educational organizations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary software and behavioral economics, using a combination of passive and active investment strategies supported by quantitative metrics.
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