Winchester, VA Creekside Lane Office

Team
Updated today

Client AUM

$7,692,616,588

Clients

10,696

Advisors

2

Of 169 advisors across 86 offices

Location

167 Creekside Lane

Winchester VA 22602

Advisors at this office

2

Advisors at this office

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Andrew G

Series 66

Winchester, VA

Wealthcare Advisory Partners LLC

Andrew Gauldin is a financial advisor with Wealthcare Advisory Partners LLC in Winchester, VA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Kalos Capital, and Clark & Associates. He is also involved with Creekside Insurance Advisors, where he engages in fixed and annuity insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, utilizing both passive and active investment strategies.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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James D

Series 65

Winchester, VA

Wealthcare Advisory Partners LLC

James Du Brueler Jr. is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 65 designation. He has eight years of industry experience, including seven years at AlphaStar Capital Management and ongoing involvement with Creekside Insurance Advisors Inc., where he is a licensed insurance agent. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based planning approach supported by proprietary software and an evidence-based investment framework that integrates behavioral economics and quantitative measures.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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